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WADE G W & INC: IAU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WADE G W & INC on IAU, newest first. How the timeline and the estimate are built.

WADE G W & INC held 48,677 IAU shares at 2023-12-31 per its 13F-HR filed 2024-02-08.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 48,677 shares
    Change vs previous 13F +6,779 shares

    0.06% of the 13F portfolio, value $1,900,000.

    13F-HR 0001580642-24-000847 filed by WADE G W & INC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-09-30
    13F 41,898 shares
    Change vs previous 13F -1,660 shares

    0.05% of the 13F portfolio, value $1,466,000.

    13F-HR 0001580642-23-006128 filed by WADE G W & INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-06-30
    13F 43,558 shares
    Change vs previous 13F +3,734 shares

    0.06% of the 13F portfolio, value $1,585,000.

    13F-HR 0001580642-23-004170 filed by WADE G W & INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-03-31
    13F 39,824 shares
    Change vs previous 13F +1,356 shares

    0.06% of the 13F portfolio, value $1,488,000.

    13F-HR 0001580642-23-002645 filed by WADE G W & INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-12-31
    13F 38,468 shares
    Change vs previous 13F -1,700 shares

    0.05% of the 13F portfolio, value $1,331,000.

    13F-HR 0001580642-23-000803 filed by WADE G W & INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-09-30
    13F 40,168 shares
    Change vs previous 13F -3,953 shares

    0.06% of the 13F portfolio, value $1,266,000.

    13F-HR 0001580642-22-005737 filed by WADE G W & INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-06-30
    13F 44,121 shares
    Change vs previous 13F +6,199 shares

    0.07% of the 13F portfolio, value $1,514,000.

    13F-HR 0001580642-22-003989 filed by WADE G W & INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-03-31
    13F 37,922 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,397,000.

    13F-HR 0001580642-22-002717 filed by WADE G W & INC
    Filed (acceptance time not in the bulk data set), ingested

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