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Disclosery

ATX Financial Planning, LLC: IAU position timeline

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

ATX Financial Planning, LLC held 37,203 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,203 shares
    Change vs previous 13F +3,980 shares

    1.86% of the 13F portfolio, value $2,809,199.

    13F-HR 0002111013-26-000003 filed by ATX Financial Planning, 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 33,223 shares
    Change vs previous 13F -375 shares

    2.23% of the 13F portfolio, value $2,928,940.

    13F-HR 0002111013-26-000002 filed by ATX Financial Planning, 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 33,598 shares
    Change vs previous 13F not available

    2.1% of the 13F portfolio, value $2,727,150.

    13F-HR 0002111013-26-000001 filed by ATX Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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