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Disclosery

Baldrige Asset Management LLC: IAU position timeline

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

Baldrige Asset Management LLC held 26,390 IAU shares at 2023-03-31 per its 13F-HR filed 2023-04-17.

the latest 13F is the newest step

  1. period ended2023-03-31
    13F 26,390 shares
    Change vs previous 13F -394 shares

    0.4% of the 13F portfolio, value $986,000.

    13F-HR 0001761742-23-000002 filed by Baldrige Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-12-31
    13F 26,784 shares
    Change vs previous 13F -369 shares

    0.41% of the 13F portfolio, value $926,000.

    13F-HR 0001761742-23-000001 filed by Baldrige Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-09-30
    13F 27,153 shares
    Change vs previous 13F -1,516 shares

    0.41% of the 13F portfolio, value $856,000.

    13F-HR 0001761742-22-000004 filed by Baldrige Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-06-30
    13F 28,669 shares
    Change vs previous 13F -1,216 shares

    0.45% of the 13F portfolio, value $984,000.

    13F-HR 0001761742-22-000003 filed by Baldrige Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-03-31
    13F 29,885 shares
    Change vs previous 13F -504 shares

    0.45% of the 13F portfolio, value $1,101,000.

    13F-HR 0001761742-22-000002 filed by Baldrige Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-12-31
    13F 30,389 shares
    Change vs previous 13F -3,179 shares

    0.41% of the 13F portfolio, value $1,058,000.

    13F-HR 0001761742-22-000001 filed by Baldrige Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-09-30
    13F 33,568 shares
    Change vs previous 13F -5,238 shares

    0.47% of the 13F portfolio, value $1,122,000.

    13F-HR 0001761742-21-000004 filed by Baldrige Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-06-30
    13F 38,806 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,308,000.

    13F-HR 0001761742-21-000003 filed by Baldrige Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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