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Accretive Wealth Partners, LLC: IAU position timeline

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

Accretive Wealth Partners, LLC held 104,387 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 104,387 shares
    Change vs previous 13F -1,043 shares

    1.92% of the 13F portfolio, value $7,882,262.

    13F-HR 0001765380-26-000236 filed by Accretive Wealth Partners, 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 105,430 shares
    Change vs previous 13F +392 shares

    2.63% of the 13F portfolio, value $9,294,709.

    13F-HR 0001765380-26-000122 filed by Accretive Wealth Partners, 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 105,038 shares
    Change vs previous 13F -667 shares

    2.53% of the 13F portfolio, value $8,525,934.

    13F-HR 0001765380-26-000045 filed by Accretive Wealth Partners, 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 105,705 shares
    Change vs previous 13F -1,823 shares

    2.35% of the 13F portfolio, value $7,692,153.

    13F-HR 0001765380-25-000441 filed by Accretive Wealth Partners, 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 107,528 shares
    Change vs previous 13F -2,023 shares

    2.2% of the 13F portfolio, value $6,705,446.

    13F-HR 0001765380-25-000269 filed by Accretive Wealth Partners, 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 109,551 shares
    Change vs previous 13F +4,095 shares

    2.5% of the 13F portfolio, value $7,073,708.

    13F-HR 0001765380-25-000175 filed by Accretive Wealth Partners, 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 105,456 shares
    Change vs previous 13F -2,170 shares

    2.22% of the 13F portfolio, value $5,221,127.

    13F-HR 0001765380-25-000023 filed by Accretive Wealth Partners, 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 107,626 shares
    Change vs previous 13F not available

    2.24% of the 13F portfolio, value $5,349,012.

    13F-HR 0001765380-24-000417 filed by Accretive Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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