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Disclosery

Naviter Wealth, LLC: IAU position timeline

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

Naviter Wealth, LLC held 34,186 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,186 shares
    Change vs previous 13F +6,695 shares

    0.23% of the 13F portfolio, value $2,581,385.

    13F-HR 0001951757-26-001175 filed by Naviter 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 27,491 shares
    Change vs previous 13F -903 shares

    0.3% of the 13F portfolio, value $2,423,607.

    13F-HR 0001951757-26-000571 filed by Naviter 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 28,394 shares
    Change vs previous 13F -2,816 shares

    0.3% of the 13F portfolio, value $2,304,741.

    13F-HR 0001951757-26-000260 filed by Naviter 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 31,210 shares
    Change vs previous 13F +30 shares

    0.26% of the 13F portfolio, value $2,271,152.

    13F-HR 0001951757-25-001297 filed by Naviter 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 31,180 shares
    Change vs previous 13F +360 shares

    0.24% of the 13F portfolio, value $1,944,385.

    13F-HR 0001951757-25-000971 filed by Naviter 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 30,820 shares
    Change vs previous 13F +141 shares

    0.22% of the 13F portfolio, value $1,791,567.

    13F-HR 0001951757-25-000456 filed by Naviter 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 ended2024-12-31
    13F 30,679 shares
    Change vs previous 13F +100 shares

    0.18% of the 13F portfolio, value $1,518,917.

    13F-HR 0001951757-25-000201 filed by Naviter Wealth, 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 30,579 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,519,776.

    13F-HR 0001951757-24-001052 filed by Naviter Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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