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Disclosery

Confluence Wealth Services, Inc.: IAU position timeline

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

Confluence Wealth Services, Inc. held 33,481 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,481 shares
    Change vs previous 13F +319 shares

    0.07% of the 13F portfolio, value $2,528,151.

    13F-HR 0001910411-26-000004 filed by Confluence Wealth Services, Inc.
    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 33,162 shares
    Change vs previous 13F -11,774 shares

    0.11% of the 13F portfolio, value $2,923,562.

    13F-HR 0001910411-26-000003 filed by Confluence Wealth Services, Inc.
    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 44,936 shares
    Change vs previous 13F +1,239 shares

    0.15% of the 13F portfolio, value $3,647,456.

    13F-HR 0001910411-26-000002 filed by Confluence Wealth Services, Inc.
    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 43,697 shares
    Change vs previous 13F -24 shares

    0.16% of the 13F portfolio, value $3,179,831.

    13F-HR 0001910411-25-000006 filed by Confluence Wealth Services, Inc.
    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 43,721 shares
    Change vs previous 13F +191 shares

    0.15% of the 13F portfolio, value $2,726,442.

    13F-HR 0001910411-25-000004 filed by Confluence Wealth Services, Inc.
    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 43,530 shares
    Change vs previous 13F +1,358 shares

    0.17% of the 13F portfolio, value $2,704,084.

    13F-HR 0001910411-25-000002 filed by Confluence Wealth Services, Inc.
    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 42,172 shares
    Change vs previous 13F +783 shares

    0.14% of the 13F portfolio, value $2,192,101.

    13F-HR 0001910411-25-000001 filed by Confluence Wealth Services, Inc.
    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 41,389 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,057,034.

    13F-HR 0001910411-24-000005 filed by Confluence Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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