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PBMares Wealth Management LLC: IAU position timeline

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

PBMares Wealth Management LLC held 22,634 IAU shares at 2025-09-30 per its 13F-HR filed 2025-10-27.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 22,634 shares
    Change vs previous 13F -441 shares

    0.27% of the 13F portfolio, value $1,647,040.

    13F-HR 0001801682-25-000005 filed by PBMares Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 23,075 shares
    Change vs previous 13F -1,167 shares

    0.26% of the 13F portfolio, value $1,438,926.

    13F-HR 0001801682-25-000004 filed by PBMares Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 24,242 shares
    Change vs previous 13F -1,510 shares

    0.29% of the 13F portfolio, value $1,429,279.

    13F-HR 0001801682-25-000003 filed by PBMares Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 25,752 shares
    Change vs previous 13F -904 shares

    0.26% of the 13F portfolio, value $1,274,957.

    13F-HR 0001801682-25-000001 filed by PBMares Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 26,656 shares
    Change vs previous 13F -496 shares

    0.28% of the 13F portfolio, value $1,324,778.

    13F-HR 0001801682-24-000005 filed by PBMares Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 27,152 shares
    Change vs previous 13F -221 shares

    0.29% of the 13F portfolio, value $1,192,765.

    13F-HR 0001801682-24-000003 filed by PBMares Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 27,373 shares
    Change vs previous 13F +905 shares

    0.3% of the 13F portfolio, value $1,149,919.

    13F-HR 0001801682-24-000002 filed by PBMares Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 26,468 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,033,027.

    13F-HR 0001801682-24-000001 filed by PBMares Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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