Skip to content
Disclosery

Venturi Wealth Management, LLC: IAU position timeline

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

Venturi Wealth Management, LLC held 29,608 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,608 shares
    Change vs previous 13F +2,921 shares

    0.09% of the 13F portfolio, value $2,235,680.

    13F-HR 0001666363-26-000004 filed by Venturi 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 26,687 shares
    Change vs previous 13F +494 shares

    0.11% of the 13F portfolio, value $2,352,701.

    13F-HR 0001666363-26-000003 filed by Venturi 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 26,193 shares
    Change vs previous 13F -60 shares

    0.09% of the 13F portfolio, value $2,126,063.

    13F-HR 0001666363-26-000001 filed by Venturi 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 26,253 shares
    Change vs previous 13F +1,531 shares

    0.09% of the 13F portfolio, value $1,910,410.

    13F-HR 0001666363-25-000008 filed by Venturi 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 24,722 shares
    Change vs previous 13F -79 shares

    0.08% of the 13F portfolio, value $1,541,647.

    13F-HR 0001666363-25-000006 filed by Venturi 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 24,801 shares
    Change vs previous 13F +4,979 shares

    0.08% of the 13F portfolio, value $1,462,238.

    13F-HR 0001666363-25-000005 filed by Venturi 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 19,822 shares
    Change vs previous 13F +5,954 shares

    0.05% of the 13F portfolio, value $981,389.

    13F-HR 0001666363-25-000004 filed by Venturi 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 13,868 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $689,241.

    13F-HR 0001666363-24-000006 filed by Venturi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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