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Disclosery

LAKE STREET PRIVATE WEALTH, LLC: IAU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LAKE STREET PRIVATE WEALTH, LLC on IAU, newest first. How the timeline and the estimate are built.

LAKE STREET PRIVATE WEALTH, LLC held 6,861 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,861 shares
    Change vs previous 13F -152 shares

    0.06% of the 13F portfolio, value $518,147.

    13F-HR 0001772031-26-000003 filed by LAKE STREET PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 7,013 shares
    Change vs previous 13F -54 shares

    0.08% of the 13F portfolio, value $618,271.

    13F-HR 0001772031-26-000002 filed by LAKE STREET PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 7,067 shares
    Change vs previous 13F -375 shares

    0.07% of the 13F portfolio, value $573,644.

    13F-HR 0001772031-26-000001 filed by LAKE STREET PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 7,442 shares
    Change vs previous 13F -186 shares

    0.07% of the 13F portfolio, value $541,538.

    13F-HR 0001772031-25-000006 filed by LAKE STREET PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 7,628 shares
    Change vs previous 13F -52 shares

    0.07% of the 13F portfolio, value $475,684.

    13F-HR 0001772031-25-000003 filed by LAKE STREET PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 7,680 shares
    Change vs previous 13F +7,680 shares

    0.07% of the 13F portfolio, value $452,792.

    13F-HR 0001772031-25-000002 filed by LAKE STREET PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001772031-24-000006 filed by LAKE STREET PRIVATE WEALTH, LLC
    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.