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Disclosery

WCG Wealth Advisors LLC: IAU position timeline

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

WCG Wealth Advisors LLC held 52,018 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,018 shares
    Change vs previous 13F -21,914 shares

    0.09% of the 13F portfolio, value $3,927,848.

    13F-HR 0001855713-26-000006 filed by WCG 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 ended2026-03-31
    13F 73,932 shares
    Change vs previous 13F +4,557 shares

    0.18% of the 13F portfolio, value $6,517,975.

    13F-HR 0001855713-26-000004 filed by WCG 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 ended2025-12-31
    13F 69,375 shares
    Change vs previous 13F +5,462 shares

    0.16% of the 13F portfolio, value $5,631,374.

    13F-HR 0001855713-26-000003 filed by WCG 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 ended2025-09-30
    13F 63,913 shares
    Change vs previous 13F +133 shares

    0.29% of the 13F portfolio, value $4,650,948.

    13F-HR 0001855713-25-000008 filed by WCG Wealth Advisors 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 63,780 shares
    Change vs previous 13F -999 shares

    0.26% of the 13F portfolio, value $3,977,319.

    13F-HR 0001855713-25-000007 filed by WCG Wealth Advisors 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/A 64,779 shares
    Change vs previous 13F +37,781 shares

    0.29% of the 13F portfolio, value $3,819,366.

    13F-HR/A 0001855713-25-000005 filed by WCG Wealth Advisors 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 26,998 shares
    Change vs previous 13F -884 shares

    0.09% of the 13F portfolio, value $1,337,000.

    13F-HR 0001855713-25-000003 filed by WCG Wealth Advisors 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 27,882 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,386,000.

    13F-HR 0001855713-24-000007 filed by WCG Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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