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Disclosery

SWMG, LLC: IAU position timeline

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

SWMG, LLC held 12,896 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,896 shares
    Change vs previous 13F +2,073 shares

    0.23% of the 13F portfolio, value $983,578.

    13F-HR 0001839255-26-000003 filed by SWMG, 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 10,823 shares
    Change vs previous 13F -12,478 shares

    0.27% of the 13F portfolio, value $954,156.

    13F-HR 0001839255-26-000002 filed by SWMG, 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 23,301 shares
    Change vs previous 13F -2,124 shares

    0.6% of the 13F portfolio, value $2,172,585.

    13F-HR 0001839255-26-000001 filed by SWMG, 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 25,425 shares
    Change vs previous 13F +8,674 shares

    0.6% of the 13F portfolio, value $1,971,709.

    13F-HR 0001839255-25-000003 filed by SWMG, 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 16,751 shares
    Change vs previous 13F -16,577 shares

    0.35% of the 13F portfolio, value $1,047,273.

    13F-HR 0002001434-25-000008 filed by SWMG, 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 33,328 shares
    Change vs previous 13F +23,660 shares

    0.82% of the 13F portfolio, value $2,077,668.

    13F-HR 0001839255-25-000002 filed by SWMG, 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 9,668 shares
    Change vs previous 13F -272 shares

    0.2% of the 13F portfolio, value $503,026.

    13F-HR 0002035324-25-000002 filed by SWMG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 9,940 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $482,985.

    13F-HR 0001839255-24-000003 filed by SWMG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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