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Insight Wealth Partners, LLC: IAU position timeline

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

Insight Wealth Partners, LLC held 53,352 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,352 shares
    Change vs previous 13F +605 shares

    0.54% of the 13F portfolio, value $4,028,610.

    13F-HR 0001172661-26-003122 filed by Insight Wealth Partners, 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 52,747 shares
    Change vs previous 13F -39,042 shares

    1.88% of the 13F portfolio, value $4,650,176.

    13F-HR 0001172661-26-001843 filed by Insight Wealth Partners, 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 91,789 shares
    Change vs previous 13F +2,546 shares

    3.1% of the 13F portfolio, value $7,450,513.

    13F-HR 0001172661-26-000970 filed by Insight Wealth Partners, 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 89,243 shares
    Change vs previous 13F -233 shares

    2.87% of the 13F portfolio, value $6,494,213.

    13F-HR 0001172661-25-004687 filed by Insight Wealth Partners, 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 89,476 shares
    Change vs previous 13F -70,430 shares

    3.09% of the 13F portfolio, value $5,579,723.

    13F-HR 0001172661-25-002834 filed by Insight Wealth Partners, 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 159,906 shares
    Change vs previous 13F -9,894 shares

    5.67% of the 13F portfolio, value $9,428,058.

    13F-HR 0001172661-25-002108 filed by Insight Wealth Partners, 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 169,800 shares
    Change vs previous 13F +6,076 shares

    5.32% of the 13F portfolio, value $8,406,798.

    13F-HR 0001172661-25-001086 filed by Insight Wealth Partners, 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 163,724 shares
    Change vs previous 13F not available

    4.97% of the 13F portfolio, value $8,137,083.

    13F-HR 0001172661-24-004664 filed by Insight Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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