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Disclosery

Bridgewealth Advisory Group, LLC: IAU position timeline

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

Bridgewealth Advisory Group, LLC held 25,759 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,759 shares
    Change vs previous 13F -1,191 shares

    0.37% of the 13F portfolio, value $1,945,062.

    13F-HR 0001172661-26-002825 filed by Bridgewealth Advisory Group, 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 26,950 shares
    Change vs previous 13F -8,347 shares

    0.49% of the 13F portfolio, value $2,375,912.

    13F-HR 0001172661-26-001987 filed by Bridgewealth Advisory Group, 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 35,297 shares
    Change vs previous 13F +4,021 shares

    0.63% of the 13F portfolio, value $2,865,057.

    13F-HR 0001172661-26-000475 filed by Bridgewealth Advisory Group, 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 31,276 shares
    Change vs previous 13F -655 shares

    0.53% of the 13F portfolio, value $2,275,955.

    13F-HR 0001172661-25-004388 filed by Bridgewealth Advisory Group, 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 31,931 shares
    Change vs previous 13F +17,136 shares

    0.51% of the 13F portfolio, value $1,991,217.

    13F-HR 0001172661-25-002862 filed by Bridgewealth Advisory Group, 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 14,795 shares
    Change vs previous 13F -18,284 shares

    1.15% of the 13F portfolio, value $872,313.

    13F-HR 0001172661-25-001724 filed by Bridgewealth Advisory Group, 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 33,079 shares
    Change vs previous 13F +8,366 shares

    0.52% of the 13F portfolio, value $1,828,607.

    13F-HR 0001172661-25-001257 filed by Bridgewealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 24,713 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,228,236.

    13F-HR 0001172661-24-004645 filed by Bridgewealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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