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Disclosery

Corient Private Wealth LP: IAU position timeline

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

Corient Private Wealth LP held 503,990 IAU shares at 2026-06-30 per its 13F-HR/A filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 503,990 shares
    Change vs previous 13F -100,045 shares

    0.05% of the 13F portfolio, value $38,056,288.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    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 604,035 shares
    Change vs previous 13F -75,827 shares

    0.04% of the 13F portfolio, value $31,407,376.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    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/A 679,862 shares
    Change vs previous 13F -32,175 shares

    0.08% of the 13F portfolio, value $55,214,671.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    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 712,037 shares
    Change vs previous 13F +109,767 shares

    0.08% of the 13F portfolio, value $51,814,910.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    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/A 602,270 shares
    Change vs previous 13F +259,191 shares

    0.08% of the 13F portfolio, value $59,860,091.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    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 343,079 shares
    Change vs previous 13F -698,610 shares

    0.03% of the 13F portfolio, value $20,227,939.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    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 1,041,689 shares
    Change vs previous 13F +17,239 shares

    0.03% of the 13F portfolio, value $17,309,379.

    13F-HR 0001172661-25-000608 filed by Corient Private Wealth LP
    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 1,024,450 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $50,915,166.

    13F-HR 0001172661-24-004574 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

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