Skip to content
Disclosery

Wealth Quarterback LLC: IAU position timeline

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

Wealth Quarterback LLC held 250,563 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 250,563 shares
    Change vs previous 13F +69,181 shares

    5.85% of the 13F portfolio, value $18,920,049.

    13F-HR 0001803386-26-000004 filed by Wealth Quarterback 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 181,382 shares
    Change vs previous 13F -19,865 shares

    6.3% of the 13F portfolio, value $15,990,681.

    13F-HR 0001803386-26-000003 filed by Wealth Quarterback 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 201,247 shares
    Change vs previous 13F +555 shares

    5.88% of the 13F portfolio, value $16,335,189.

    13F-HR 0001803386-26-000001 filed by Wealth Quarterback 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 200,692 shares
    Change vs previous 13F +129,946 shares

    5.65% of the 13F portfolio, value $14,604,344.

    13F-HR 0001803386-25-000008 filed by Wealth Quarterback 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 70,746 shares
    Change vs previous 13F +22,520 shares

    2.09% of the 13F portfolio, value $4,411,710.

    13F-HR 0001803386-25-000004 filed by Wealth Quarterback 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 48,226 shares
    Change vs previous 13F +15,119 shares

    1.6% of the 13F portfolio, value $2,843,395.

    13F-HR 0001803386-25-000003 filed by Wealth Quarterback 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 33,107 shares
    Change vs previous 13F +12,512 shares

    0.77% of the 13F portfolio, value $1,639,119.

    13F-HR 0001803386-25-000002 filed by Wealth Quarterback 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 20,595 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,023,551.

    13F-HR 0001803386-24-000005 filed by Wealth Quarterback LLC
    Filed (acceptance time not in the bulk data set), ingested

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