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Disclosery

Atlas Wealth Partners, LLC: IAU position timeline

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

Atlas Wealth Partners, LLC held 6,847 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,847 shares
    Change vs previous 13F -1,184 shares

    0.56% of the 13F portfolio, value $517,017.

    13F-HR 0001965798-26-000003 filed by Atlas 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 8,031 shares
    Change vs previous 13F -14 shares

    0.73% of the 13F portfolio, value $708,013.

    13F-HR 0001965798-26-000002 filed by Atlas 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 8,045 shares
    Change vs previous 13F +1,603 shares

    0.72% of the 13F portfolio, value $653,013.

    13F-HR 0001965798-26-000001 filed by Atlas 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 6,442 shares
    Change vs previous 13F +520 shares

    0.48% of the 13F portfolio, value $468,784.

    13F-HR 0001965798-25-000006 filed by Atlas 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 5,922 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $369,000.

    13F-HR 0001965798-25-000004 filed by Atlas 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 5,922 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $349,000.

    13F-HR 0001965798-25-000003 filed by Atlas Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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