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Lineweaver Wealth Advisors, LLC: IAU position timeline

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

Lineweaver Wealth Advisors, LLC held 56,632 IAU shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 56,632 shares
    Change vs previous 13F +1,086 shares

    0.51% of the 13F portfolio, value $4,422,955.

    13F-HR 0001797873-26-000006 filed by Lineweaver Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 55,546 shares
    Change vs previous 13F -36,193 shares

    0.5% of the 13F portfolio, value $4,194,273.

    13F-HR 0001797873-26-000005 filed by Lineweaver Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 91,739 shares
    Change vs previous 13F -3,200 shares

    1.09% of the 13F portfolio, value $8,087,734.

    13F-HR 0001797873-26-000002 filed by Lineweaver Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 94,939 shares
    Change vs previous 13F -195 shares

    1.05% of the 13F portfolio, value $7,706,220.

    13F-HR 0001797873-26-000001 filed by Lineweaver Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 95,134 shares
    Change vs previous 13F +2,442 shares

    1.01% of the 13F portfolio, value $6,922,874.

    13F-HR 0001085146-25-005908 filed by Lineweaver Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 92,692 shares
    Change vs previous 13F +6,465 shares

    0.91% of the 13F portfolio, value $5,780,294.

    13F-HR 0001085146-25-003672 filed by Lineweaver Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 86,227 shares
    Change vs previous 13F +42,718 shares

    0.87% of the 13F portfolio, value $5,084,021.

    13F-HR 0001085146-25-002551 filed by Lineweaver Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 43,509 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $2,154,986.

    13F-HR 0001085146-25-000770 filed by Lineweaver Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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