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Disclosery

CWM, LLC: IAU position timeline

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

CWM, LLC held 766,371 IAU shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 766,371 shares
    Change vs previous 13F -1,187,742 shares

    0.18% of the 13F portfolio, value $67,563,282.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 1,954,113 shares
    Change vs previous 13F +57,372 shares

    0.43% of the 13F portfolio, value $158,615,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 1,896,741 shares
    Change vs previous 13F +859,525 shares

    0.42% of the 13F portfolio, value $138,026,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 1,037,216 shares
    Change vs previous 13F +56,643 shares

    0.23% of the 13F portfolio, value $64,681,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 980,573 shares
    Change vs previous 13F +212,603 shares

    0.23% of the 13F portfolio, value $57,815,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 767,970 shares
    Change vs previous 13F +734,327 shares

    0.16% of the 13F portfolio, value $38,022,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 33,643 shares
    Change vs previous 13F -417 shares

    0.01% of the 13F portfolio, value $1,672,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 34,060 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,496,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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