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Disclosery

NewSquare Capital LLC: IAU position timeline

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

NewSquare Capital LLC held 38,616 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 38,616 shares
    Change vs previous 13F +585 shares

    0.22% of the 13F portfolio, value $2,915,894.

    13F-HR 0001546989-26-000003 filed by NewSquare Capital 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 38,031 shares
    Change vs previous 13F -897 shares

    0.29% of the 13F portfolio, value $3,352,813.

    13F-HR 0001546989-26-000002 filed by NewSquare Capital 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 38,928 shares
    Change vs previous 13F -6,813 shares

    0.28% of the 13F portfolio, value $3,159,786.

    13F-HR 0001546989-26-000001 filed by NewSquare Capital 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 45,741 shares
    Change vs previous 13F -69 shares

    0.23% of the 13F portfolio, value $3,328,573.

    13F-HR 0001546989-25-000006 filed by NewSquare Capital 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 45,810 shares
    Change vs previous 13F -1,498 shares

    0.21% of the 13F portfolio, value $2,856,712.

    13F-HR 0001546989-25-000005 filed by NewSquare Capital 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 47,308 shares
    Change vs previous 13F -3,530 shares

    0.23% of the 13F portfolio, value $2,789,280.

    13F-HR 0001546989-25-000002 filed by NewSquare Capital 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 50,838 shares
    Change vs previous 13F -488 shares

    0.2% of the 13F portfolio, value $2,516,989.

    13F-HR 0001546989-25-000001 filed by NewSquare Capital 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 51,326 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,550,902.

    13F-HR 0001546989-24-000005 filed by NewSquare Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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