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Bradley & Co. Private Wealth Management, LLC: IAU position timeline

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

Bradley & Co. Private Wealth Management, LLC held 24,021 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,021 shares
    Change vs previous 13F -2,232 shares

    0.86% of the 13F portfolio, value $1,813,825.

    13F-HR 0001861678-26-000004 filed by Bradley & Co. Private Wealth 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 ended2026-03-31
    13F 26,253 shares
    Change vs previous 13F +2,232 shares

    1.22% of the 13F portfolio, value $2,314,464.

    13F-HR 0001861678-26-000002 filed by Bradley & Co. Private Wealth 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 ended2025-12-31
    13F 24,021 shares
    Change vs previous 13F -850 shares

    1.05% of the 13F portfolio, value $1,949,784.

    13F-HR 0001861678-26-000001 filed by Bradley & Co. Private Wealth 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 ended2025-09-30
    13F 24,871 shares
    Change vs previous 13F +1,888 shares

    1% of the 13F portfolio, value $1,809,863.

    13F-HR 0001861678-25-000006 filed by Bradley & Co. Private Wealth 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 ended2025-06-30
    13F 22,983 shares
    Change vs previous 13F 0 shares

    0.88% of the 13F portfolio, value $1,433,220.

    13F-HR 0001861678-25-000005 filed by Bradley & Co. Private Wealth 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 ended2025-03-31
    13F 22,983 shares
    Change vs previous 13F +3,105 shares

    0.93% of the 13F portfolio, value $1,355,078.

    13F-HR 0001861678-25-000002 filed by Bradley & Co. Private Wealth 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 ended2024-12-31
    13F 19,878 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $984,160.

    13F-HR 0001861678-25-000001 filed by Bradley & Co. Private Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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