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Disclosery

Signify Wealth: IAU position timeline

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

Signify Wealth held 69,176 IAU shares at 2024-12-31 per its 13F-HR filed 2025-02-06.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 69,176 shares
    Change vs previous 13F +4,496 shares

    3.87% of the 13F portfolio, value $3,424,904.

    13F-HR 0001769062-25-000002 filed by Signify Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 64,680 shares
    Change vs previous 13F +6,373 shares

    3.94% of the 13F portfolio, value $3,214,596.

    13F-HR 0001769062-24-000006 filed by Signify Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 58,307 shares
    Change vs previous 13F -1,934 shares

    3.69% of the 13F portfolio, value $2,561,427.

    13F-HR 0001769062-24-000003 filed by Signify Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 60,241 shares
    Change vs previous 13F +7,746 shares

    4.2% of the 13F portfolio, value $2,530,724.

    13F-HR 0001769062-24-000002 filed by Signify Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 52,495 shares
    Change vs previous 13F +17,829 shares

    3.09% of the 13F portfolio, value $2,048,880.

    13F-HR 0001769062-24-000001 filed by Signify Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 34,666 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $1,212,963.

    13F-HR 0001769062-23-000005 filed by Signify Wealth
    Filed (acceptance time not in the bulk data set), ingested

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