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Disclosery

Holistic Financial Partners: IAU position timeline

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

Holistic Financial Partners held 30,322 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 30,322 shares
    Change vs previous 13F 0 shares

    1.4% of the 13F portfolio, value $2,289,615.

    13F-HR 0001765380-26-000225 filed by Holistic Financial Partners
    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 30,322 shares
    Change vs previous 13F 0 shares

    0.99% of the 13F portfolio, value $2,673,188.

    13F-HR 0001729304-26-000003 filed by Holistic Financial Partners
    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 30,322 shares
    Change vs previous 13F -2,665 shares

    0.89% of the 13F portfolio, value $2,461,237.

    13F-HR 0001729304-26-000001 filed by Holistic Financial Partners
    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 32,987 shares
    Change vs previous 13F 0 shares

    0.98% of the 13F portfolio, value $2,400,464.

    13F-HR 0001729304-25-000003 filed by Holistic Financial Partners
    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 32,987 shares
    Change vs previous 13F 0 shares

    0.9% of the 13F portfolio, value $2,057,070.

    13F-HR 0001765380-25-000285 filed by Holistic Financial Partners
    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 32,987 shares
    Change vs previous 13F 0 shares

    0.94% of the 13F portfolio, value $1,944,914.

    13F-HR 0001765380-25-000171 filed by Holistic Financial Partners
    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 32,987 shares
    Change vs previous 13F 0 shares

    0.81% of the 13F portfolio, value $1,633,187.

    13F-HR 0001765380-25-000036 filed by Holistic Financial Partners
    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 32,987 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $1,639,454.

    13F-HR 0001765380-24-000410 filed by Holistic Financial Partners
    Filed (acceptance time not in the bulk data set), ingested

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