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BALDWIN WEALTH PARTNERS LLC/MA: IAU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BALDWIN WEALTH PARTNERS LLC/MA on IAU, newest first. How the timeline and the estimate are built.

BALDWIN WEALTH PARTNERS LLC/MA held 296,978 IAU shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 296,978 shares
    Change vs previous 13F -4,696 shares

    1.53% of the 13F portfolio, value $23,193,982.

    13F-HR 0001193125-26-419624 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Accepted , ingested

  2. period ended2026-06-30
    13F 301,674 shares
    Change vs previous 13F +6,861 shares

    1.49% of the 13F portfolio, value $22,779,404.

    13F-HR 0001193125-26-302682 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 294,813 shares
    Change vs previous 13F +1,011 shares

    1.89% of the 13F portfolio, value $25,990,714.

    13F-HR 0001193125-26-154830 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 293,802 shares
    Change vs previous 13F -1,399 shares

    1.53% of the 13F portfolio, value $23,847,908.

    13F-HR 0001193125-26-005964 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 295,201 shares
    Change vs previous 13F -3,042 shares

    1.4% of the 13F portfolio, value $21,481,777.

    13F-HR 0001193125-25-238383 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 298,243 shares
    Change vs previous 13F -5,177 shares

    1.26% of the 13F portfolio, value $18,598,433.

    13F-HR 0000950123-25-006571 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 303,420 shares
    Change vs previous 13F -4,695 shares

    1.25% of the 13F portfolio, value $17,889,643.

    13F-HR 0000950123-25-003482 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 308,115 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $15,254,774.

    13F-HR 0000950123-25-000483 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Filed (acceptance time not in the bulk data set), ingested

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