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Financial Synergies Wealth Advisors, Inc.: IAU position timeline

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

Financial Synergies Wealth Advisors, Inc. held 7,143 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,143 shares
    Change vs previous 13F -369 shares

    0.05% of the 13F portfolio, value $539,368.

    13F-HR 0002017868-26-000007 filed by Financial Synergies Wealth Advisors, 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 7,512 shares
    Change vs previous 13F -2,079 shares

    0.06% of the 13F portfolio, value $662,258.

    13F-HR 0002017868-26-000005 filed by Financial Synergies Wealth Advisors, 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 9,591 shares
    Change vs previous 13F +40 shares

    0.08% of the 13F portfolio, value $778,502.

    13F-HR 0002017868-26-000003 filed by Financial Synergies Wealth Advisors, 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 9,551 shares
    Change vs previous 13F -1,574 shares

    0.07% of the 13F portfolio, value $695,027.

    13F-HR 0002017868-25-000013 filed by Financial Synergies Wealth Advisors, 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 11,125 shares
    Change vs previous 13F -150 shares

    0.08% of the 13F portfolio, value $693,755.

    13F-HR 0002017868-25-000009 filed by Financial Synergies Wealth Advisors, 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 11,275 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $664,774.

    13F-HR 0002017868-25-000007 filed by Financial Synergies Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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