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Disclosery

Five Pine Wealth Management: IAU position timeline

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

Five Pine Wealth Management held 33,480 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,480 shares
    Change vs previous 13F +460 shares

    1.43% of the 13F portfolio, value $2,528,039.

    13F-HR 0001754960-26-000761 filed by Five Pine Wealth Management
    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 33,020 shares
    Change vs previous 13F -1,440 shares

    1.81% of the 13F portfolio, value $2,911,056.

    13F-HR 0001754960-26-000272 filed by Five Pine Wealth Management
    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 34,460 shares
    Change vs previous 13F -311 shares

    1.79% of the 13F portfolio, value $2,797,137.

    13F-HR 0001754960-26-000103 filed by Five Pine Wealth Management
    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 34,771 shares
    Change vs previous 13F +663 shares

    1.71% of the 13F portfolio, value $2,530,289.

    13F-HR 0001754960-25-000653 filed by Five Pine Wealth Management
    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 34,108 shares
    Change vs previous 13F -2,907 shares

    1.57% of the 13F portfolio, value $2,126,955.

    13F-HR 0001754960-25-000394 filed by Five Pine Wealth Management
    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 37,015 shares
    Change vs previous 13F -2,114 shares

    1.78% of the 13F portfolio, value $2,182,429.

    13F-HR 0001754960-25-000219 filed by Five Pine Wealth Management
    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 39,129 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $1,937,263.

    13F-HR 0001754960-25-000059 filed by Five Pine Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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