MARKET STREET WEALTH MANAGEMENT ADVISORS LLC: IAU position timeline

MARKET STREET WEALTH MANAGEMENT ADVISORS LLC held 2,803 IAU shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 2,803 shares

   Change vs previous 13F 0 shares

   0.03% of the 13F portfolio, value $218,914.

   13F-HR 0001767601-26-000006 filed by MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
   Accepted 2026-10-08 23:28:23 UTC, ingested 2026-10-10 02:16:17 UTC

2. period ended2026-06-30

   13F 2,803 shares

   Change vs previous 13F +370 shares

   0.03% of the 13F portfolio, value $211,655.

   13F-HR 0001767601-26-000004 filed by MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
   Filed 2026-07-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 2,433 shares

   Change vs previous 13F -310 shares

   0.03% of the 13F portfolio, value $214,493.

   13F-HR 0001767601-26-000003 filed by MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
   Filed 2026-04-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 2,743 shares

   Change vs previous 13F -422 shares

   0.03% of the 13F portfolio, value $222,649.

   13F-HR 0001767601-26-000001 filed by MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
   Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 3,165 shares

   Change vs previous 13F not available

   0.04% of the 13F portfolio, value $230,317.

   13F-HR 0001767601-25-000007 filed by MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
   Filed 2025-10-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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