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Disclosery

VCI Wealth Management LLC: IAU position timeline

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

VCI Wealth Management LLC held 347,507 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 347,507 shares
    Change vs previous 13F +29,399 shares

    6.58% of the 13F portfolio, value $26,240,254.

    13F-HR 0002009388-26-000002 filed by VCI Wealth Management 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 318,108 shares
    Change vs previous 13F -116,501 shares

    7.77% of the 13F portfolio, value $28,044,401.

    13F-HR 0002085853-26-000440 filed by VCI Wealth Management 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 434,609 shares
    Change vs previous 13F -9,742 shares

    9.81% of the 13F portfolio, value $35,277,213.

    13F-HR 0002085853-26-000098 filed by VCI Wealth Management 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 444,351 shares
    Change vs previous 13F +17,915 shares

    9.81% of the 13F portfolio, value $32,335,422.

    13F-HR 0002085853-25-000098 filed by VCI Wealth Management 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 426,436 shares
    Change vs previous 13F +11,343 shares

    9.31% of the 13F portfolio, value $26,592,549.

    13F-HR 0001667731-25-001009 filed by VCI Wealth Management 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 415,093 shares
    Change vs previous 13F +8,099 shares

    10.27% of the 13F portfolio, value $24,473,883.

    13F-HR 0001667731-25-000595 filed by VCI Wealth Management 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/A 406,994 shares
    Change vs previous 13F +43,046 shares

    8.55% of the 13F portfolio, value $20,150,273.

    13F-HR/A 0001667731-25-000238 filed by VCI Wealth Management 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 363,948 shares
    Change vs previous 13F not available

    8.05% of the 13F portfolio, value $18,088,216.

    13F-HR 0002009388-24-000005 filed by VCI Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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