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Disclosery

BridgePort Financial Solutions, LLC: IAU position timeline

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

BridgePort Financial Solutions, LLC held 46,197 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,197 shares
    Change vs previous 13F +1,313 shares

    0.89% of the 13F portfolio, value $3,488,339.

    13F-HR 0002031775-26-000006 filed by BridgePort Financial Solutions, 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 44,884 shares
    Change vs previous 13F -13,946 shares

    1.12% of the 13F portfolio, value $3,957,014.

    13F-HR 0002031775-26-000003 filed by BridgePort Financial Solutions, 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 58,830 shares
    Change vs previous 13F -324 shares

    1.28% of the 13F portfolio, value $4,775,237.

    13F-HR 0002031775-26-000001 filed by BridgePort Financial Solutions, 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 59,154 shares
    Change vs previous 13F +3,400 shares

    1.16% of the 13F portfolio, value $4,304,605.

    13F-HR 0002031775-25-000008 filed by BridgePort Financial Solutions, 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 55,754 shares
    Change vs previous 13F +11,205 shares

    1.16% of the 13F portfolio, value $3,476,795.

    13F-HR 0002031775-25-000005 filed by BridgePort Financial Solutions, 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 44,549 shares
    Change vs previous 13F +2,208 shares

    1.18% of the 13F portfolio, value $2,626,588.

    13F-HR 0002031775-25-000004 filed by BridgePort Financial Solutions, 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 42,341 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $2,294,902.

    13F-HR 0002031775-25-000001 filed by BridgePort Financial Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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