Skip to content
Disclosery

JP Wealth Management, Inc.: IAU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JP Wealth Management, Inc. on IAU, newest first. How the timeline and the estimate are built.

JP Wealth Management, Inc. held 0 IAU shares at 2025-06-30 per its 13F-HR filed 2025-07-22.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -130,376 shares

    13F-HR 0001967622-25-000001 filed by JP Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 130,376 shares
    Change vs previous 13F -4,606 shares

    6.19% of the 13F portfolio, value $7,686,969.

    13F-HR 0001221073-25-000038 filed by JP Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 134,982 shares
    Change vs previous 13F not available

    4.91% of the 13F portfolio, value $6,682,959.

    13F-HR 0001221073-25-000012 filed by JP Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).