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WealthTrak Capital Management LLC: AAAU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WealthTrak Capital Management LLC on AAAU, newest first. How the timeline and the estimate are built.

WealthTrak Capital Management LLC held 86,992 AAAU shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 86,992 shares
    Change vs previous 13F +3,288 shares

    2.26% of the 13F portfolio, value $3,442,273.

    13F-HR 0002052710-26-000003 filed by WealthTrak Capital Management 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 83,704 shares
    Change vs previous 13F -17,458 shares

    2.76% of the 13F portfolio, value $3,866,288.

    13F-HR 0002052710-26-000002 filed by WealthTrak Capital Management 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 101,162 shares
    Change vs previous 13F -4,070 shares

    3.08% of the 13F portfolio, value $4,304,443.

    13F-HR 0002052710-26-000001 filed by WealthTrak Capital Management 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 105,232 shares
    Change vs previous 13F -531 shares

    3.3% of the 13F portfolio, value $4,011,444.

    13F-HR 0002052710-25-000008 filed by WealthTrak Capital Management 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 105,763 shares
    Change vs previous 13F -7,398 shares

    2.89% of the 13F portfolio, value $3,456,335.

    13F-HR 0002052710-25-000004 filed by WealthTrak Capital Management 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 113,161 shares
    Change vs previous 13F -1,839 shares

    3.01% of the 13F portfolio, value $3,494,412.

    13F-HR 0002052710-25-000002 filed by WealthTrak Capital Management 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 115,000 shares
    Change vs previous 13F not available

    2.52% of the 13F portfolio, value $2,982,526.

    13F-HR 0002052710-25-000001 filed by WealthTrak Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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