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Disclosery

Transform Wealth, LLC: IAU position timeline

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

Transform Wealth, LLC held 302,683 IAU shares at 2025-03-31 per its 13F-HR filed 2025-04-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 302,683 shares
    Change vs previous 13F +4,388 shares

    1.08% of the 13F portfolio, value $17,846,190.

    13F-HR 0001085146-25-002109 filed by Transform 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 ended2024-12-31
    13F 298,295 shares
    Change vs previous 13F +292,442 shares

    0.82% of the 13F portfolio, value $14,768,586.

    13F-HR 0001085146-25-000306 filed by Transform 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 ended2024-09-30
    13F 5,853 shares
    Change vs previous 13F -509 shares

    0.02% of the 13F portfolio, value $290,895.

    13F-HR 0001085146-24-004926 filed by Transform 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 ended2024-06-30
    13F 6,362 shares
    Change vs previous 13F +538 shares

    0.02% of the 13F portfolio, value $279,483.

    13F-HR 0001085146-24-002961 filed by Transform 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 ended2024-03-31
    13F 5,824 shares
    Change vs previous 13F -161,218 shares

    0.02% of the 13F portfolio, value $244,667.

    13F-HR 0001085146-24-001836 filed by Transform 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 ended2023-12-31
    13F/A 167,042 shares
    Change vs previous 13F +2,300 shares

    0.64% of the 13F portfolio, value $6,519,650.

    13F-HR/A 0001085146-24-001543 filed by Transform 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 ended2023-09-30
    13F 164,742 shares
    Change vs previous 13F -174,513 shares

    0.61% of the 13F portfolio, value $5,764,323.

    13F-HR 0001085146-23-003682 filed by Transform 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 ended2023-06-30
    13F 339,255 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $12,345,490.

    13F-HR 0001085146-23-002680 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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