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TSA Wealth Managment LLC: IAU position timeline

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

TSA Wealth Managment LLC held 35,739 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,739 shares
    Change vs previous 13F -2,174 shares

    0.76% of the 13F portfolio, value $2,698,652.

    13F-HR 0001963669-26-000003 filed by TSA Wealth Managment 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 37,913 shares
    Change vs previous 13F -37,717 shares

    1.08% of the 13F portfolio, value $3,342,410.

    13F-HR 0001963669-26-000002 filed by TSA Wealth Managment 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 75,630 shares
    Change vs previous 13F -2,309 shares

    2.03% of the 13F portfolio, value $6,138,887.

    13F-HR 0001963669-26-000001 filed by TSA Wealth Managment 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 77,939 shares
    Change vs previous 13F +20,687 shares

    1.93% of the 13F portfolio, value $5,671,621.

    13F-HR 0001963669-25-000006 filed by TSA Wealth Managment 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 57,252 shares
    Change vs previous 13F -3,383 shares

    1.3% of the 13F portfolio, value $3,570,235.

    13F-HR 0001963669-25-000003 filed by TSA Wealth Managment 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 60,635 shares
    Change vs previous 13F +33,423 shares

    1.42% of the 13F portfolio, value $3,575,040.

    13F-HR 0001963669-25-000002 filed by TSA Wealth Managment 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 27,212 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,347,266.

    13F-HR 0001963669-25-000001 filed by TSA Wealth Managment LLC
    Filed (acceptance time not in the bulk data set), ingested

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