Skip to content
Disclosery

MA Private Wealth: IAU position timeline

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

MA Private Wealth held 83,002 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 83,002 shares
    Change vs previous 13F -4,276 shares

    0.93% of the 13F portfolio, value $6,267,481.

    13F-HR 0001765380-26-000229 filed by MA Private Wealth
    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 87,278 shares
    Change vs previous 13F -69,474 shares

    1.3% of the 13F portfolio, value $7,694,428.

    13F-HR 0001765380-26-000186 filed by MA Private Wealth
    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 156,752 shares
    Change vs previous 13F -1,006 shares

    2.12% of the 13F portfolio, value $12,723,560.

    13F-HR 0001765380-26-000061 filed by MA Private Wealth
    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 157,758 shares
    Change vs previous 13F +14,705 shares

    1.93% of the 13F portfolio, value $11,480,050.

    13F-HR 0001765380-25-000437 filed by MA Private Wealth
    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 143,053 shares
    Change vs previous 13F +139,163 shares

    1.6% of the 13F portfolio, value $8,920,785.

    13F-HR 0001765380-25-000263 filed by MA Private Wealth
    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 3,890 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $229,354.

    13F-HR 0001765380-25-000158 filed by MA Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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