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Marks Group Wealth Management, Inc: IAU position timeline

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

Marks Group Wealth Management, Inc held 26,358 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,358 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $1,990,293.

    13F-HR 0001802473-26-000005 filed by Marks Group Wealth Management, Inc
    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 26,358 shares
    Change vs previous 13F -738 shares

    0.22% of the 13F portfolio, value $2,323,721.

    13F-HR 0001802473-26-000003 filed by Marks Group 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 ended2025-12-31
    13F 27,096 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $2,199,382.

    13F-HR 0001802473-26-000002 filed by Marks Group Wealth Management, Inc
    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 27,096 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $1,971,776.

    13F-HR 0001802473-25-000008 filed by Marks Group Wealth Management, Inc
    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 27,096 shares
    Change vs previous 13F +1,331 shares

    0.16% of the 13F portfolio, value $1,689,707.

    13F-HR 0001802473-25-000007 filed by Marks Group Wealth Management, Inc
    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 25,765 shares
    Change vs previous 13F -8,555 shares

    0.15% of the 13F portfolio, value $1,519,104.

    13F-HR 0001802473-25-000004 filed by Marks Group Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 34,320 shares
    Change vs previous 13F -209 shares

    0.17% of the 13F portfolio, value $1,699,183.

    13F-HR 0001802473-25-000002 filed by Marks Group Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 34,529 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,716,091.

    13F-HR 0001802473-24-000006 filed by Marks Group Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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