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Wealthspire Advisors, LLC: IAU position timeline

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

Wealthspire Advisors, LLC held 1,659,286 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 1,659,286 shares
    Change vs previous 13F +1,628,465 shares

    0.69% of the 13F portfolio, value $125,292,726.

    13F-HR 0001646247-26-000005 filed by Wealthspire 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 30,821 shares
    Change vs previous 13F -2,346 shares

    0.02% of the 13F portfolio, value $2,717,184.

    13F-HR 0001646247-26-000003 filed by Wealthspire 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 33,167 shares
    Change vs previous 13F -36,249 shares

    0.02% of the 13F portfolio, value $2,692,170.

    13F-HR 0001646247-26-000001 filed by Wealthspire 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 69,416 shares
    Change vs previous 13F -3,440 shares

    0.03% of the 13F portfolio, value $5,051,402.

    13F-HR 0001646247-25-000006 filed by Wealthspire 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 72,856 shares
    Change vs previous 13F -11,674 shares

    0.03% of the 13F portfolio, value $4,543,300.

    13F-HR 0001646247-25-000005 filed by Wealthspire 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 84,530 shares
    Change vs previous 13F +51,839 shares

    0.03% of the 13F portfolio, value $4,983,890.

    13F-HR 0001646247-25-000004 filed by Wealthspire 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 32,691 shares
    Change vs previous 13F +2,622 shares

    0.02% of the 13F portfolio, value $1,618,532.

    13F-HR 0001646247-25-000001 filed by Wealthspire 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 30,069 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,494,429.

    13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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