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Disclosery

Parcion Private Wealth LLC: IAU position timeline

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

Parcion Private Wealth LLC held 318,583 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 318,583 shares
    Change vs previous 13F -10,212 shares

    1.34% of the 13F portfolio, value $24,056,168.

    13F-HR 0001801263-26-000004 filed by Parcion Private Wealth 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 328,795 shares
    Change vs previous 13F -5,406 shares

    1.8% of the 13F portfolio, value $28,986,527.

    13F-HR 0001801263-26-000003 filed by Parcion Private Wealth 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 334,201 shares
    Change vs previous 13F -2,640 shares

    1.65% of the 13F portfolio, value $27,127,058.

    13F-HR 0001801263-26-000001 filed by Parcion Private Wealth 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 336,841 shares
    Change vs previous 13F -3,443 shares

    1.53% of the 13F portfolio, value $24,511,887.

    13F-HR 0001801263-25-000008 filed by Parcion Private Wealth 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 340,284 shares
    Change vs previous 13F -2,049 shares

    1.52% of the 13F portfolio, value $21,220,082.

    13F-HR 0001801263-25-000007 filed by Parcion Private Wealth 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 342,333 shares
    Change vs previous 13F -11,170 shares

    1.65% of the 13F portfolio, value $20,183,927.

    13F-HR 0001801263-25-000005 filed by Parcion Private Wealth 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 353,503 shares
    Change vs previous 13F -6,560 shares

    1.34% of the 13F portfolio, value $17,501,911.

    13F-HR 0001801263-25-000003 filed by Parcion Private Wealth 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 360,063 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $17,895,109.

    13F-HR 0001801263-24-000009 filed by Parcion Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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