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Perigon Wealth Management, LLC: IAU position timeline

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

Perigon Wealth Management, LLC held 344,717 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 344,717 shares
    Change vs previous 13F +2,244 shares

    0.41% of the 13F portfolio, value $26,029,597.

    13F-HR 0001951757-26-001189 filed by Perigon 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 ended2026-03-31
    13F 342,473 shares
    Change vs previous 13F -67,893 shares

    0.55% of the 13F portfolio, value $30,192,439.

    13F-HR 0001951757-26-000567 filed by Perigon 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 ended2025-12-31
    13F 410,366 shares
    Change vs previous 13F +26,302 shares

    0.6% of the 13F portfolio, value $33,309,400.

    13F-HR 0001951757-26-000202 filed by Perigon 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 ended2025-09-30
    13F 384,064 shares
    Change vs previous 13F +52,610 shares

    0.57% of the 13F portfolio, value $27,948,330.

    13F-HR 0001951757-25-001161 filed by Perigon 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 ended2025-06-30
    13F 331,454 shares
    Change vs previous 13F -8,888 shares

    0.48% of the 13F portfolio, value $20,669,465.

    13F-HR 0001951757-25-000869 filed by Perigon 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 ended2025-03-31
    13F 340,342 shares
    Change vs previous 13F +67,388 shares

    0.52% of the 13F portfolio, value $20,066,541.

    13F-HR 0001951757-25-000439 filed by Perigon 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 ended2024-12-31
    13F 272,954 shares
    Change vs previous 13F +39,289 shares

    0.34% of the 13F portfolio, value $13,988,872.

    13F-HR 0001951757-25-000106 filed by Perigon 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 ended2024-09-30
    13F 233,665 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $11,613,131.

    13F-HR 0001951757-24-001054 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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