Skip to content
Disclosery

Shepherd Financial Partners LLC: IAU position timeline

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

Shepherd Financial Partners LLC held 149,054 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 149,054 shares
    Change vs previous 13F +16,192 shares

    0.92% of the 13F portfolio, value $11,255,088.

    13F-HR 0001696628-26-000004 filed by Shepherd Financial 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 132,862 shares
    Change vs previous 13F -53,552 shares

    1.11% of the 13F portfolio, value $11,713,055.

    13F-HR 0001696628-26-000002 filed by Shepherd Financial 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 186,414 shares
    Change vs previous 13F -4,412 shares

    1.4% of the 13F portfolio, value $15,131,186.

    13F-HR 0001696628-26-000001 filed by Shepherd Financial 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 190,826 shares
    Change vs previous 13F +26,032 shares

    1.32% of the 13F portfolio, value $13,886,375.

    13F-HR 0001696628-25-000002 filed by Shepherd Financial 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 164,794 shares
    Change vs previous 13F +24,771 shares

    1.09% of the 13F portfolio, value $10,276,525.

    13F-HR 0001085146-25-005028 filed by Shepherd Financial 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 140,023 shares
    Change vs previous 13F +129,565 shares

    0.97% of the 13F portfolio, value $8,255,723.

    13F-HR 0001085146-25-002194 filed by Shepherd Financial 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 10,458 shares
    Change vs previous 13F -29 shares

    0.06% of the 13F portfolio, value $517,753.

    13F-HR 0001085146-25-000526 filed by Shepherd Financial Partners 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 10,487 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $521,181.

    13F-HR 0001085146-24-005190 filed by Shepherd Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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