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Disclosery

BSW Wealth Partners: IAU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BSW Wealth Partners on IAU, newest first. How the timeline and the estimate are built.

BSW Wealth Partners held 143,524 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 143,524 shares
    Change vs previous 13F -10,030 shares

    1.21% of the 13F portfolio, value $10,837,498.

    13F-HR 0001512601-26-000007 filed by BSW Wealth Partners
    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 153,554 shares
    Change vs previous 13F -693 shares

    1.65% of the 13F portfolio, value $13,537,321.

    13F-HR 0001512601-26-000005 filed by BSW Wealth Partners
    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 154,247 shares
    Change vs previous 13F -85 shares

    1.5% of the 13F portfolio, value $12,520,229.

    13F-HR 0001512601-26-000003 filed by BSW Wealth Partners
    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 154,332 shares
    Change vs previous 13F +903 shares

    1.4% of the 13F portfolio, value $11,230,740.

    13F-HR 0001512601-25-000013 filed by BSW Wealth Partners
    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 153,429 shares
    Change vs previous 13F +3,650 shares

    1.31% of the 13F portfolio, value $9,567,832.

    13F-HR 0001512601-25-000009 filed by BSW Wealth Partners
    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 149,779 shares
    Change vs previous 13F +6,050 shares

    1.34% of the 13F portfolio, value $8,830,970.

    13F-HR 0001512601-25-000007 filed by BSW Wealth Partners
    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 143,729 shares
    Change vs previous 13F +4,761 shares

    1.04% of the 13F portfolio, value $7,116,022.

    13F-HR 0001512601-25-000003 filed by BSW Wealth Partners
    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 138,968 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $6,906,710.

    13F-HR 0001512601-24-000017 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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