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Disclosery

Spire Wealth Management: IAU position timeline

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

Spire Wealth Management held 131,886 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 131,886 shares
    Change vs previous 13F -5,911 shares

    0.3% of the 13F portfolio, value $9,958,693.

    13F-HR 0001858740-26-000003 filed by Spire Wealth Management
    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 137,797 shares
    Change vs previous 13F -5,629 shares

    0.41% of the 13F portfolio, value $12,148,187.

    13F-HR 0001858740-26-000002 filed by Spire Wealth Management
    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 143,426 shares
    Change vs previous 13F +34,855 shares

    0.39% of the 13F portfolio, value $11,641,875.

    13F-HR 0001858740-26-000001 filed by Spire Wealth Management
    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 108,571 shares
    Change vs previous 13F +12,992 shares

    0.27% of the 13F portfolio, value $7,900,712.

    13F-HR 0001858740-25-000006 filed by Spire Wealth Management
    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 95,579 shares
    Change vs previous 13F -46,000 shares

    0.21% of the 13F portfolio, value $5,960,306.

    13F-HR 0001858740-25-000004 filed by Spire Wealth Management
    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 141,579 shares
    Change vs previous 13F +119,658 shares

    0.27% of the 13F portfolio, value $8,347,498.

    13F-HR 0001858740-25-000002 filed by Spire Wealth Management
    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 21,921 shares
    Change vs previous 13F +6,591 shares

    0.03% of the 13F portfolio, value $1,085,309.

    13F-HR 0001858740-25-000001 filed by Spire Wealth Management
    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 15,330 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $761,901.

    13F-HR 0001858740-24-000005 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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