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MFA WEALTH ADVISORS, LLC: IAU position timeline

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

MFA WEALTH ADVISORS, LLC held 16,289 IAU shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 16,289 shares
    Change vs previous 13F -6,839 shares

    0.22% of the 13F portfolio, value $1,272,171.

    13F-HR 0001688184-26-000006 filed by MFA WEALTH ADVISORS, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 23,128 shares
    Change vs previous 13F -105,949 shares

    0.3% of the 13F portfolio, value $1,746,395.

    13F-HR 0001688184-26-000004 filed by MFA WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 129,077 shares
    Change vs previous 13F -10,807 shares

    2.24% of the 13F portfolio, value $11,379,428.

    13F-HR 0001688184-26-000003 filed by MFA WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 139,884 shares
    Change vs previous 13F +3,350 shares

    2.4% of the 13F portfolio, value $11,354,384.

    13F-HR 0001688184-26-000001 filed by MFA WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 136,534 shares
    Change vs previous 13F +2,725 shares

    2.17% of the 13F portfolio, value $9,935,579.

    13F-HR 0001688184-25-000007 filed by MFA WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 133,809 shares
    Change vs previous 13F -24,072 shares

    1.96% of the 13F portfolio, value $8,344,329.

    13F-HR 0002051613-25-000006 filed by MFA WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 157,881 shares
    Change vs previous 13F -9,274 shares

    2.3% of the 13F portfolio, value $9,308,664.

    13F-HR 0001688184-25-000003 filed by MFA WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 167,155 shares
    Change vs previous 13F not available

    2.12% of the 13F portfolio, value $8,275,844.

    13F-HR 0001688184-25-000001 filed by MFA WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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