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PRIVATE CLIENT SERVICES, LLC: IAU position timeline

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

PRIVATE CLIENT SERVICES, LLC held 11,573 IAU shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 11,573 shares
    Change vs previous 13F -802 shares

    0.24% of the 13F portfolio, value $903,825.

    13F-HR 0001457005-26-000006 filed by PRIVATE CLIENT SERVICES, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 12,375 shares
    Change vs previous 13F +1,695 shares

    0.24% of the 13F portfolio, value $934,436.

    13F-HR 0001457005-26-000004 filed by PRIVATE CLIENT SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 10,680 shares
    Change vs previous 13F +321 shares

    0.28% of the 13F portfolio, value $941,549.

    13F-HR 0001457005-26-000003 filed by PRIVATE CLIENT SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 10,359 shares
    Change vs previous 13F +280 shares

    0.26% of the 13F portfolio, value $840,840.

    13F-HR 0001457005-26-000001 filed by PRIVATE CLIENT SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 10,079 shares
    Change vs previous 13F +1,987 shares

    0.25% of the 13F portfolio, value $733,449.

    13F-HR 0001457005-25-000012 filed by PRIVATE CLIENT SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 8,092 shares
    Change vs previous 13F -369 shares

    0.2% of the 13F portfolio, value $504,617.

    13F-HR 0001457005-25-000007 filed by PRIVATE CLIENT SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 8,461 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $498,861.

    13F-HR 0001457005-25-000005 filed by PRIVATE CLIENT SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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