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Disclosery

Heritage Financial Services, LLC: IAU position timeline

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

Heritage Financial Services, LLC held 6,146 IAU shares at 2025-12-31 per its 13F-HR filed 2026-02-02.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 6,146 shares
    Change vs previous 13F -4,919 shares

    0.04% of the 13F portfolio, value $498,871.

    13F-HR 0001172661-26-000428 filed by Heritage Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 11,065 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $805,201.

    13F-HR 0001172661-25-004494 filed by Heritage Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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