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Atria Wealth Solutions, Inc.: IAU position timeline

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

Atria Wealth Solutions, Inc. held 199,582 IAU shares at 2025-06-30 per its 13F-HR filed 2025-07-25.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 199,582 shares
    Change vs previous 13F -263,452 shares

    0.28% of the 13F portfolio, value $12,449,683.

    13F-HR 0001420506-25-001582 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 463,034 shares
    Change vs previous 13F +68,501 shares

    0.33% of the 13F portfolio, value $27,300,508.

    13F-HR 0001420506-25-000956 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 394,533 shares
    Change vs previous 13F +22,634 shares

    0.21% of the 13F portfolio, value $19,533,346.

    13F-HR 0001420506-25-000086 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 371,899 shares
    Change vs previous 13F -3,004 shares

    0.2% of the 13F portfolio, value $18,483,356.

    13F-HR 0001420506-24-002255 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 374,903 shares
    Change vs previous 13F -13,669 shares

    0.18% of the 13F portfolio, value $16,469,467.

    13F-HR 0001420506-24-001135 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 388,572 shares
    Change vs previous 13F +5,444 shares

    0.18% of the 13F portfolio, value $16,323,892.

    13F-HR 0001420506-24-000768 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 383,128 shares
    Change vs previous 13F +9,541 shares

    0.19% of the 13F portfolio, value $14,953,488.

    13F-HR 0001420506-24-000118 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 373,587 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $13,071,808.

    13F-HR 0001420506-23-001936 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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