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Disclosery

Shared Vision Wealth Group LLC: IAU position timeline

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

Shared Vision Wealth Group LLC held 18,217 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,217 shares
    Change vs previous 13F +128 shares

    0.47% of the 13F portfolio, value $1,375,553.

    13F-HR 0002008178-26-000003 filed by Shared Vision Wealth Group 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 18,089 shares
    Change vs previous 13F -19,030 shares

    0.65% of the 13F portfolio, value $1,594,711.

    13F-HR 0002008178-26-000002 filed by Shared Vision Wealth Group 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 37,119 shares
    Change vs previous 13F -156 shares

    1.43% of the 13F portfolio, value $3,532,970.

    13F-HR 0002008178-26-000001 filed by Shared Vision Wealth Group 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 37,275 shares
    Change vs previous 13F +11,521 shares

    1.22% of the 13F portfolio, value $2,880,599.

    13F-HR 0002008178-25-000003 filed by Shared Vision Wealth Group 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 25,754 shares
    Change vs previous 13F -4,667 shares

    0.8% of the 13F portfolio, value $1,596,995.

    13F-HR 0001085146-25-004671 filed by Shared Vision Wealth Group 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 30,421 shares
    Change vs previous 13F +15,449 shares

    0.98% of the 13F portfolio, value $1,793,612.

    13F-HR 0001085146-25-002545 filed by Shared Vision Wealth Group 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 14,972 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $741,255.

    13F-HR 0001085146-25-000855 filed by Shared Vision Wealth Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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