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Disclosery

SOFI WEALTH, LLC: IAU position timeline

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

SOFI WEALTH, LLC held 263,368 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 263,368 shares
    Change vs previous 13F +22,258 shares

    0.8% of the 13F portfolio, value $19,886,954.

    13F-HR 0001398344-26-013880 filed by SOFI WEALTH, 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 241,110 shares
    Change vs previous 13F -36,461 shares

    1.02% of the 13F portfolio, value $21,256,259.

    13F-HR 0001398344-26-008352 filed by SOFI WEALTH, 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 277,571 shares
    Change vs previous 13F +12,465 shares

    1.12% of the 13F portfolio, value $22,530,429.

    13F-HR 0001398344-26-001749 filed by SOFI WEALTH, 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 265,106 shares
    Change vs previous 13F +154,755 shares

    1.04% of the 13F portfolio, value $19,291,751.

    13F-HR 0001398344-25-019532 filed by SOFI WEALTH, 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 110,351 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $6,881,482.

    13F-HR 0001398344-25-014884 filed by SOFI WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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