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Modern Wealth Management, LLC: IAU position timeline

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

Modern Wealth Management, LLC held 345,528 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 345,528 shares
    Change vs previous 13F +64,780 shares

    0.31% of the 13F portfolio, value $26,090,781.

    13F-HR 0002001900-26-000007 filed by Modern Wealth Management, 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 280,748 shares
    Change vs previous 13F -9,815 shares

    0.43% of the 13F portfolio, value $25,177,444.

    13F-HR 0002001900-26-000006 filed by Modern Wealth Management, 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 290,563 shares
    Change vs previous 13F +76,260 shares

    0.43% of the 13F portfolio, value $23,584,994.

    13F-HR 0002001900-26-000001 filed by Modern Wealth Management, 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 214,303 shares
    Change vs previous 13F +45,091 shares

    0.31% of the 13F portfolio, value $15,594,830.

    13F-HR 0002001900-25-000023 filed by Modern Wealth Management, 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/A 169,212 shares
    Change vs previous 13F -4,839 shares

    0.26% of the 13F portfolio, value $10,552,061.

    13F-HR/A 0002001900-25-000022 filed by Modern Wealth Management, 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/A 174,051 shares
    Change vs previous 13F +22,021 shares

    0.33% of the 13F portfolio, value $10,262,047.

    13F-HR/A 0002001900-25-000019 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F/A 152,030 shares
    Change vs previous 13F +25,147 shares

    0.28% of the 13F portfolio, value $7,527,005.

    13F-HR/A 0002001900-25-000017 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F/A 126,883 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $6,306,085.

    13F-HR/A 0002001900-25-000015 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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