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Rochester Wealth Strategies, LLC: IAU position timeline

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

Rochester Wealth Strategies, LLC held 96,854 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 96,854 shares
    Change vs previous 13F +13,015 shares

    4.05% of the 13F portfolio, value $7,313,446.

    13F-HR 0001958456-26-000004 filed by Rochester Wealth Strategies, 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 83,839 shares
    Change vs previous 13F -17,697 shares

    4.48% of the 13F portfolio, value $7,391,246.

    13F-HR 0001958456-26-000003 filed by Rochester Wealth Strategies, 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 101,536 shares
    Change vs previous 13F -9,127 shares

    5.18% of the 13F portfolio, value $8,241,677.

    13F-HR 0001958456-26-000002 filed by Rochester Wealth Strategies, 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 110,663 shares
    Change vs previous 13F +6,386 shares

    5.27% of the 13F portfolio, value $8,052,947.

    13F-HR 0001958456-25-000005 filed by Rochester Wealth Strategies, 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 104,277 shares
    Change vs previous 13F -5,922 shares

    4.66% of the 13F portfolio, value $6,502,714.

    13F-HR 0001958456-25-000003 filed by Rochester Wealth Strategies, 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 110,199 shares
    Change vs previous 13F not available

    5.16% of the 13F portfolio, value $6,497,333.

    13F-HR 0001958456-25-000002 filed by Rochester Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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