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Disclosery

ONE Advisory Partners, LLC: IAU position timeline

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

ONE Advisory Partners, LLC held 42,311 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,311 shares
    Change vs previous 13F +4,078 shares

    0.87% of the 13F portfolio, value $3,194,904.

    13F-HR 0001819695-26-000009 filed by ONE Advisory 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 38,233 shares
    Change vs previous 13F -63,927 shares

    1.04% of the 13F portfolio, value $3,370,621.

    13F-HR 0001819695-26-000005 filed by ONE Advisory 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 102,160 shares
    Change vs previous 13F -4,062 shares

    2.5% of the 13F portfolio, value $8,292,327.

    13F-HR 0001819695-26-000002 filed by ONE Advisory 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 106,222 shares
    Change vs previous 13F +30,526 shares

    2.52% of the 13F portfolio, value $8,224,769.

    13F-HR 0001819695-25-000005 filed by ONE Advisory 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 75,696 shares
    Change vs previous 13F -1,791 shares

    1.62% of the 13F portfolio, value $4,837,731.

    13F-HR 0001085146-25-004169 filed by ONE Advisory 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 77,487 shares
    Change vs previous 13F +43,021 shares

    1.95% of the 13F portfolio, value $4,568,634.

    13F-HR 0001085146-25-002074 filed by ONE Advisory 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 34,466 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $1,706,412.

    13F-HR 0001085146-25-000340 filed by ONE Advisory Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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