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Omnia Family Wealth, LLC: IAU position timeline

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

Omnia Family Wealth, LLC held 125,816 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 125,816 shares
    Change vs previous 13F -791 shares

    2.55% of the 13F portfolio, value $9,500,366.

    13F-HR 0001951757-26-000959 filed by Omnia Family 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 126,607 shares
    Change vs previous 13F -217 shares

    3.52% of the 13F portfolio, value $11,161,673.

    13F-HR 0001951757-26-000792 filed by Omnia Family 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 126,824 shares
    Change vs previous 13F -1,272 shares

    3.04% of the 13F portfolio, value $10,294,304.

    13F-HR 0001951757-26-000193 filed by Omnia Family 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 128,096 shares
    Change vs previous 13F -1,314 shares

    3.03% of the 13F portfolio, value $9,321,546.

    13F-HR 0001951757-25-001299 filed by Omnia Family 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 129,410 shares
    Change vs previous 13F -7,331 shares

    2.92% of the 13F portfolio, value $8,070,008.

    13F-HR 0001951757-25-000973 filed by Omnia Family 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 136,741 shares
    Change vs previous 13F -50 shares

    3.37% of the 13F portfolio, value $8,062,249.

    13F-HR 0001951757-25-000438 filed by Omnia Family 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/A 136,791 shares
    Change vs previous 13F 0 shares

    2.8% of the 13F portfolio, value $6,772,522.

    13F-HR/A 0001951757-25-000276 filed by Omnia Family 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 136,791 shares
    Change vs previous 13F not available

    2.91% of the 13F portfolio, value $6,798,513.

    13F-HR 0001951757-24-001177 filed by Omnia Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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