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Financial & Tax Architects, LLC: IAU position timeline

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

Financial & Tax Architects, LLC held 55,682 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,682 shares
    Change vs previous 13F +8,152 shares

    0.89% of the 13F portfolio, value $4,204,548.

    13F-HR 0001758543-26-000004 filed by Financial & Tax Architects, 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 47,530 shares
    Change vs previous 13F -2,463 shares

    0.93% of the 13F portfolio, value $4,190,245.

    13F-HR 0001758543-26-000003 filed by Financial & Tax Architects, 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 49,993 shares
    Change vs previous 13F -926 shares

    0.91% of the 13F portfolio, value $4,057,932.

    13F-HR 0001758543-26-000001 filed by Financial & Tax Architects, 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 50,919 shares
    Change vs previous 13F +671 shares

    0.82% of the 13F portfolio, value $3,705,376.

    13F-HR 0001758543-25-000002 filed by Financial & Tax Architects, 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 50,248 shares
    Change vs previous 13F -2,780 shares

    0.76% of the 13F portfolio, value $3,133,465.

    13F-HR 0001214659-25-012000 filed by Financial & Tax Architects, 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 53,028 shares
    Change vs previous 13F -905 shares

    0.78% of the 13F portfolio, value $3,126,531.

    13F-HR 0001214659-25-007031 filed by Financial & Tax Architects, 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 53,933 shares
    Change vs previous 13F -1,760 shares

    0.68% of the 13F portfolio, value $2,670,223.

    13F-HR 0001214659-25-000660 filed by Financial & Tax Architects, 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 55,693 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $2,767,942.

    13F-HR 0001214659-24-018843 filed by Financial & Tax Architects, LLC
    Filed (acceptance time not in the bulk data set), ingested

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