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Retirement Wealth Solutions LLC: IAU position timeline

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

Retirement Wealth Solutions LLC held 6,386 IAU shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,386 shares
    Change vs previous 13F +223 shares

    0.26% of the 13F portfolio, value $498,747.

    13F-HR 0002044741-26-000005 filed by Retirement Wealth Solutions LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,163 shares
    Change vs previous 13F +145 shares

    0.26% of the 13F portfolio, value $465,369.

    13F-HR 0002044741-26-000003 filed by Retirement Wealth Solutions 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 6,018 shares
    Change vs previous 13F -6,727 shares

    0.33% of the 13F portfolio, value $530,547.

    13F-HR 0002044741-26-000002 filed by Retirement Wealth Solutions 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 12,745 shares
    Change vs previous 13F -1,049 shares

    0.65% of the 13F portfolio, value $1,034,512.

    13F-HR 0002044741-26-000001 filed by Retirement Wealth Solutions 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 13,794 shares
    Change vs previous 13F +5,881 shares

    0.66% of the 13F portfolio, value $1,003,790.

    13F-HR 0002044741-25-000005 filed by Retirement Wealth Solutions 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 7,913 shares
    Change vs previous 13F -2,002 shares

    0.36% of the 13F portfolio, value $493,455.

    13F-HR 0002044741-25-000004 filed by Retirement Wealth Solutions 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 9,915 shares
    Change vs previous 13F +6,439 shares

    0.47% of the 13F portfolio, value $584,589.

    13F-HR 0002044741-25-000002 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,476 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $176,512.

    13F-HR 0002044741-25-000001 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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