ShoreHaven Wealth Partners, LLC: IAU position timeline

ShoreHaven Wealth Partners, LLC held 35,180 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 35,180 shares

   Change vs previous 13F +200 shares

   0.84% of the 13F portfolio, value $2,656,442.

   13F-HR 0001172661-26-002613 filed by ShoreHaven Wealth Partners, LLC
   Filed 2026-07-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 34,980 shares

   Change vs previous 13F -31,508 shares

   1.11% of the 13F portfolio, value $3,083,837.

   13F-HR 0001172661-26-001824 filed by ShoreHaven Wealth Partners, LLC
   Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 66,488 shares

   Change vs previous 13F -924 shares

   1.94% of the 13F portfolio, value $5,396,831.

   13F-HR 0001172661-26-000597 filed by ShoreHaven Wealth Partners, LLC
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 67,412 shares

   Change vs previous 13F +6,937 shares

   1.82% of the 13F portfolio, value $4,905,571.

   13F-HR 0001172661-25-004401 filed by ShoreHaven Wealth Partners, LLC
   Filed 2025-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 60,475 shares

   Change vs previous 13F +4,723 shares

   1.55% of the 13F portfolio, value $3,771,221.

   13F-HR 0001172661-25-002774 filed by ShoreHaven Wealth Partners, LLC
   Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 55,752 shares

   Change vs previous 13F +33,603 shares

   1.57% of the 13F portfolio, value $3,287,138.

   13F-HR 0001172661-25-001586 filed by ShoreHaven Wealth Partners, LLC
   Filed 2025-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 22,149 shares

   Change vs previous 13F not available

   0.52% of the 13F portfolio, value $1,096,597.

   13F-HR 0001172661-25-000416 filed by ShoreHaven Wealth Partners, LLC
   Filed 2025-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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