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Disclosery

Towerpoint Wealth, LLC: IAU position timeline

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

Towerpoint Wealth, LLC held 45,561 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,561 shares
    Change vs previous 13F -430 shares

    1.2% of the 13F portfolio, value $3,440,311.

    13F-HR 0001731445-26-000004 filed by Towerpoint 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 45,991 shares
    Change vs previous 13F -5,096 shares

    1.64% of the 13F portfolio, value $4,054,567.

    13F-HR 0001731445-26-000002 filed by Towerpoint 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 51,087 shares
    Change vs previous 13F -1,772 shares

    1.64% of the 13F portfolio, value $4,146,732.

    13F-HR 0001731445-26-000001 filed by Towerpoint 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 52,859 shares
    Change vs previous 13F -236 shares

    1.57% of the 13F portfolio, value $3,846,549.

    13F-HR 0001085146-25-005830 filed by Towerpoint 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 53,095 shares
    Change vs previous 13F -2,650 shares

    1.47% of the 13F portfolio, value $3,311,004.

    13F-HR 0001085146-25-003692 filed by Towerpoint Wealth, 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 55,745 shares
    Change vs previous 13F -2,459 shares

    1.63% of the 13F portfolio, value $3,286,725.

    13F-HR 0001085146-25-001961 filed by Towerpoint Wealth, 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 58,204 shares
    Change vs previous 13F -1,384 shares

    1.41% of the 13F portfolio, value $2,881,680.

    13F-HR 0001085146-25-000191 filed by Towerpoint Wealth, 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 59,588 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $2,961,524.

    13F-HR 0001085146-24-004735 filed by Towerpoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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