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Disclosery

Simplicity Wealth,LLC: IAU position timeline

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

Simplicity Wealth,LLC held 18,897 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,897 shares
    Change vs previous 13F -671 shares

    0.05% of the 13F portfolio, value $1,426,912.

    13F-HR 0001062993-26-004075 filed by Simplicity 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 19,568 shares
    Change vs previous 13F -16,443 shares

    0.1% of the 13F portfolio, value $1,725,115.

    13F-HR 0001062993-26-002226 filed by Simplicity 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 36,011 shares
    Change vs previous 13F -32,922 shares

    0.17% of the 13F portfolio, value $2,923,013.

    13F-HR 0001062993-26-000496 filed by Simplicity 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 68,933 shares
    Change vs previous 13F -7,935 shares

    0.29% of the 13F portfolio, value $5,016,254.

    13F-HR 0001062993-25-016389 filed by Simplicity 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 76,868 shares
    Change vs previous 13F +20,391 shares

    0.2% of the 13F portfolio, value $4,793,489.

    13F-HR 0001062993-25-013037 filed by Simplicity 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 56,477 shares
    Change vs previous 13F +21,023 shares

    0.26% of the 13F portfolio, value $3,329,884.

    13F-HR 0001062993-25-007473 filed by Simplicity 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 35,454 shares
    Change vs previous 13F -10,457 shares

    0.37% of the 13F portfolio, value $1,755,327.

    13F-HR 0001062993-25-001833 filed by Simplicity 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 45,911 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,281,777.

    13F-HR 0001062993-24-017516 filed by Simplicity Wealth,LLC
    Filed (acceptance time not in the bulk data set), ingested

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