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Riverpoint Wealth Management Holdings, LLC: IAU position timeline

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

Riverpoint Wealth Management Holdings, LLC held 10,779 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,779 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $813,885.

    13F-HR 0001682733-26-000004 filed by Riverpoint Wealth Management Holdings, 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 10,779 shares
    Change vs previous 13F -2,094 shares

    0.2% of the 13F portfolio, value $950,232.

    13F-HR 0001682733-26-000002 filed by Riverpoint Wealth Management Holdings, 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 12,873 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $1,044,861.

    13F-HR 0001682733-26-000001 filed by Riverpoint Wealth Management Holdings, 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 12,873 shares
    Change vs previous 13F +12,873 shares

    0.21% of the 13F portfolio, value $936,732.

    13F-HR 0001682733-25-000003 filed by Riverpoint Wealth Management Holdings, 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 0 shares
    Change vs previous 13F -12,873 shares

    13F-HR 0001085146-25-004176 filed by Riverpoint Wealth Management Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 12,873 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $758,962.

    13F-HR 0001085146-25-002621 filed by Riverpoint Wealth Management Holdings, 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 12,873 shares
    Change vs previous 13F -200 shares

    0.17% of the 13F portfolio, value $637,316.

    13F-HR 0001085146-25-000790 filed by Riverpoint Wealth Management Holdings, 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 13,073 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $649,705.

    13F-HR 0001085146-24-005354 filed by Riverpoint Wealth Management Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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