Sagace Wealth Management LLC: IAU position timeline

Sagace Wealth Management LLC held 36,441 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 36,441 shares

   Change vs previous 13F +2,480 shares

   1.74% of the 13F portfolio, value $2,751,660.

   13F-HR 0002027449-26-000003 filed by Sagace Wealth Management LLC
   Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 33,961 shares

   Change vs previous 13F -1,412 shares

   2.03% of the 13F portfolio, value $2,994,002.

   13F-HR 0002027449-26-000002 filed by Sagace Wealth Management LLC
   Filed 2026-04-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 35,373 shares

   Change vs previous 13F -1,540 shares

   1.95% of the 13F portfolio, value $2,871,226.

   13F-HR 0002027449-26-000001 filed by Sagace Wealth Management LLC
   Filed 2026-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 36,913 shares

   Change vs previous 13F +1,889 shares

   1.83% of the 13F portfolio, value $2,686,159.

   13F-HR 0002027449-25-000007 filed by Sagace Wealth Management LLC
   Filed 2025-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 35,024 shares

   Change vs previous 13F not available

   1.63% of the 13F portfolio, value $2,184,097.

   13F-HR 0002027449-25-000004 filed by Sagace Wealth Management LLC
   Filed 2025-07-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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