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WEALTH ALLIANCE, LLC: IAU position timeline

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

WEALTH ALLIANCE, LLC held 100,720 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 100,720 shares
    Change vs previous 13F -301 shares

    0.64% of the 13F portfolio, value $7,605,352.

    13F-HR 0001951757-26-001208 filed by WEALTH ALLIANCE, 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 101,021 shares
    Change vs previous 13F -46,463 shares

    0.88% of the 13F portfolio, value $8,905,994.

    13F-HR 0001951757-26-000867 filed by WEALTH ALLIANCE, 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 147,484 shares
    Change vs previous 13F -3,191 shares

    1.17% of the 13F portfolio, value $11,971,260.

    13F-HR 0001951757-26-000441 filed by WEALTH ALLIANCE, 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 150,675 shares
    Change vs previous 13F +25,217 shares

    1.13% of the 13F portfolio, value $10,964,606.

    13F-HR 0001951757-25-001354 filed by WEALTH ALLIANCE, 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 125,458 shares
    Change vs previous 13F -17,420 shares

    0.87% of the 13F portfolio, value $7,823,549.

    13F-HR 0001951757-25-001055 filed by WEALTH ALLIANCE, 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 142,878 shares
    Change vs previous 13F +30,744 shares

    1.02% of the 13F portfolio, value $8,424,075.

    13F-HR 0001951757-25-000510 filed by WEALTH ALLIANCE, 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 112,134 shares
    Change vs previous 13F +17,836 shares

    0.66% of the 13F portfolio, value $5,551,754.

    13F-HR 0001951757-25-000170 filed by WEALTH ALLIANCE, 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 94,298 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $4,686,611.

    13F-HR 0001951757-24-001165 filed by WEALTH ALLIANCE, LLC
    Filed (acceptance time not in the bulk data set), ingested

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