Lake Point Wealth Management: IAU position timeline

Lake Point Wealth Management held 343,729 IAU shares at 2022-06-30 per its 13F-HR filed 2022-07-19.

the latest 13F is the newest step

1. period ended2022-06-30

   13F 343,729 shares

   Change vs previous 13F -25,717 shares

   6.7% of the 13F portfolio, value $11,793,000.

   13F-HR 0001437749-22-017316 filed by Lake Point Wealth Management
   Filed 2022-07-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC

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

2. period ended2022-03-31

   13F 369,446 shares

   Change vs previous 13F -49,077 shares

   6.3% of the 13F portfolio, value $13,607,000.

   13F-HR 0001437749-22-012765 filed by Lake Point Wealth Management
   Filed 2022-05-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC

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

3. period ended2021-12-31

   13F 418,523 shares

   Change vs previous 13F +11,769 shares

   6.36% of the 13F portfolio, value $14,569,000.

   13F-HR 0001437749-22-004170 filed by Lake Point Wealth Management
   Filed 2022-02-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC

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

4. period ended2021-09-30

   13F 406,754 shares

   Change vs previous 13F +8,122 shares

   6.26% of the 13F portfolio, value $13,590,000.

   13F-HR 0001437749-21-024086 filed by Lake Point Wealth Management
   Filed 2021-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC

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

5. period ended2021-06-30

   13F 398,632 shares

   Change vs previous 13F not available

   6.27% of the 13F portfolio, value $13,438,000.

   13F-HR 0001437749-21-018436 filed by Lake Point Wealth Management
   Filed 2021-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC

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