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Lowe Wealth Advisors, LLC: IAU position timeline

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

Lowe Wealth Advisors, LLC held 165,174 IAU shares at 2025-09-30 per its 13F-HR filed 2025-10-16.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 165,174 shares
    Change vs previous 13F -2,313 shares

    4.39% of the 13F portfolio, value $12,019,729.

    13F-HR 0001574010-25-000006 filed by Lowe Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 167,487 shares
    Change vs previous 13F +262 shares

    4.08% of the 13F portfolio, value $10,444,520.

    13F-HR 0001574010-25-000003 filed by Lowe 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 ended2025-03-31
    13F 167,225 shares
    Change vs previous 13F -1,179 shares

    4.19% of the 13F portfolio, value $9,859,582.

    13F-HR 0001574010-25-000002 filed by Lowe 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 ended2024-12-31
    13F 168,404 shares
    Change vs previous 13F +328 shares

    3.55% of the 13F portfolio, value $8,337,678.

    13F-HR 0001574010-25-000001 filed by Lowe 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 ended2024-09-30
    13F 168,076 shares
    Change vs previous 13F +1,110 shares

    3.6% of the 13F portfolio, value $8,353,377.

    13F-HR 0001574010-24-000005 filed by Lowe 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 ended2024-06-30
    13F 166,966 shares
    Change vs previous 13F +587 shares

    3.34% of the 13F portfolio, value $7,334,816.

    13F-HR 0001574010-24-000003 filed by Lowe 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 ended2024-03-31
    13F 166,379 shares
    Change vs previous 13F -262 shares

    3.25% of the 13F portfolio, value $6,989,582.

    13F-HR 0001574010-24-000002 filed by Lowe 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 ended2023-12-31
    13F 166,641 shares
    Change vs previous 13F not available

    3.22% of the 13F portfolio, value $6,503,998.

    13F-HR 0001574010-24-000001 filed by Lowe Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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