Skip to content
Disclosery

Principia Wealth Advisory, LLC: IAU position timeline

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

Principia Wealth Advisory, LLC held 62,189 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-26.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,189 shares
    Change vs previous 13F +13,902 shares

    2.35% of the 13F portfolio, value $4,695,908.

    13F-HR 0002041436-26-000005 filed by Principia Wealth Advisory, 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 48,287 shares
    Change vs previous 13F -6,383 shares

    2.41% of the 13F portfolio, value $4,252,137.

    13F-HR 0002041436-26-000004 filed by Principia Wealth Advisory, 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 54,670 shares
    Change vs previous 13F +6,532 shares

    2.78% of the 13F portfolio, value $4,437,530.

    13F-HR 0002041436-26-000002 filed by Principia Wealth Advisory, 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 48,138 shares
    Change vs previous 13F -11,013 shares

    2.5% of the 13F portfolio, value $3,502,972.

    13F-HR 0002041436-26-000001 filed by Principia Wealth Advisory, 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 59,151 shares
    Change vs previous 13F -3,711 shares

    3.13% of the 13F portfolio, value $3,687,423.

    13F-HR 0002041436-25-000004 filed by Principia Wealth Advisory, 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 62,862 shares
    Change vs previous 13F +262 shares

    3.54% of the 13F portfolio, value $3,669,860.

    13F-HR 0002041436-25-000002 filed by Principia Wealth Advisory, 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 62,600 shares
    Change vs previous 13F not available

    2.91% of the 13F portfolio, value $3,099,306.

    13F-HR 0002041436-25-000001 filed by Principia Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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