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Disclosery

Obermeyer Wealth Partners: IAU position timeline

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

Obermeyer Wealth Partners held 5,079 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,079 shares
    Change vs previous 13F -7,950 shares

    0.02% of the 13F portfolio, value $383,515.

    13F-HR 0001349654-26-000003 filed by Obermeyer Wealth Partners
    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 13,029 shares
    Change vs previous 13F -16 shares

    0.05% of the 13F portfolio, value $1,148,637.

    13F-HR 0001349654-26-000002 filed by Obermeyer Wealth Partners
    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 13,045 shares
    Change vs previous 13F -1,933 shares

    0.05% of the 13F portfolio, value $1,058,863.

    13F-HR 0001349654-26-000001 filed by Obermeyer Wealth Partners
    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 14,978 shares
    Change vs previous 13F +7,950 shares

    0.05% of the 13F portfolio, value $1,089,949.

    13F-HR 0001349654-25-000008 filed by Obermeyer Wealth Partners
    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 7,028 shares
    Change vs previous 13F -105 shares

    0.02% of the 13F portfolio, value $438,266.

    13F-HR 0001085146-25-004535 filed by Obermeyer Wealth Partners
    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 7,133 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $420,562.

    13F-HR 0001085146-25-002611 filed by Obermeyer Wealth Partners
    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 7,133 shares
    Change vs previous 13F +2,901 shares

    0.02% of the 13F portfolio, value $353,155.

    13F-HR 0001085146-25-001371 filed by Obermeyer Wealth Partners
    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 4,232 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $210,330.

    13F-HR 0001085146-24-005376 filed by Obermeyer Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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