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Forthright Family Wealth Advisory LLC: IAU position timeline

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

Forthright Family Wealth Advisory LLC held 45,126 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,126 shares
    Change vs previous 13F +45,126 shares

    1.93% of the 13F portfolio, value $3,407,498.

    13F-HR 0002008648-26-000003 filed by Forthright Family Wealth Advisory 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 0 shares
    Change vs previous 13F -47,007 shares

    13F-HR 0002008648-26-000002 filed by Forthright Family Wealth Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 47,007 shares
    Change vs previous 13F +1,691 shares

    2.4% of the 13F portfolio, value $3,815,558.

    13F-HR 0002008648-26-000001 filed by Forthright Family Wealth Advisory 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 45,316 shares
    Change vs previous 13F +18,823 shares

    2.03% of the 13F portfolio, value $3,297,645.

    13F-HR 0002008648-25-000005 filed by Forthright Family Wealth Advisory 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 26,493 shares
    Change vs previous 13F -397 shares

    1.05% of the 13F portfolio, value $1,652,103.

    13F-HR 0002008648-25-000003 filed by Forthright Family Wealth Advisory 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 26,890 shares
    Change vs previous 13F +423 shares

    1.05% of the 13F portfolio, value $1,585,434.

    13F-HR 0002008648-25-000002 filed by Forthright Family Wealth Advisory 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 26,467 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $1,310,381.

    13F-HR 0002008648-25-000001 filed by Forthright Family Wealth Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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