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Disclosery

NewEdge Wealth, LLC: IAU position timeline

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

NewEdge Wealth, LLC held 127,922 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 127,922 shares
    Change vs previous 13F -1,710 shares

    0.1% of the 13F portfolio, value $9,659,425.

    13F-HR 0001580642-26-005094 filed by NewEdge 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 129,632 shares
    Change vs previous 13F -24,366 shares

    0.14% of the 13F portfolio, value $11,428,319.

    13F-HR 0001580642-26-003156 filed by NewEdge 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 153,998 shares
    Change vs previous 13F +2,561 shares

    0.14% of the 13F portfolio, value $12,500,018.

    13F-HR 0001580642-26-000700 filed by NewEdge 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 151,437 shares
    Change vs previous 13F +54,724 shares

    0.16% of the 13F portfolio, value $11,365,347.

    13F-HR 0001580642-25-007152 filed by NewEdge 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 96,713 shares
    Change vs previous 13F -8,216 shares

    0.1% of the 13F portfolio, value $6,197,369.

    13F-HR 0001580642-25-005035 filed by NewEdge 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 104,929 shares
    Change vs previous 13F +84,692 shares

    0.11% of the 13F portfolio, value $6,186,614.

    13F-HR 0001580642-25-003038 filed by NewEdge 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 20,237 shares
    Change vs previous 13F +14,201 shares

    0.02% of the 13F portfolio, value $1,001,934.

    13F-HR 0001580642-25-000776 filed by NewEdge 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 6,036 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $299,989.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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