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U.S. Capital Wealth Advisors, LLC: IAUM position timeline

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

U.S. Capital Wealth Advisors, LLC held 87,596 IAUM shares at 2026-03-31 per its 13F-HR filed 2026-04-07.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 87,596 shares
    Change vs previous 13F -20,729 shares

    0.1% of the 13F portfolio, value $4,090,733.

    13F-HR 0001808915-26-000002 filed by U.S. Capital Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 108,325 shares
    Change vs previous 13F -75,348 shares

    0.12% of the 13F portfolio, value $4,656,892.

    13F-HR 0001808915-26-000001 filed by U.S. Capital Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 183,673 shares
    Change vs previous 13F +176,313 shares

    0.19% of the 13F portfolio, value $7,071,411.

    13F-HR 0001808915-25-000007 filed by U.S. Capital Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 7,360 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $242,806.

    13F-HR 0001808915-25-000006 filed by U.S. Capital Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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