Skip to content
Disclosery

Sterling Financial Planning, Inc.: IAU position timeline

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

Sterling Financial Planning, Inc. held 233,678 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 233,678 shares
    Change vs previous 13F -1,611 shares

    4.8% of the 13F portfolio, value $17,645,010.

    13F-HR 0001844278-26-000004 filed by Sterling Financial Planning, Inc.
    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 235,289 shares
    Change vs previous 13F -22,640 shares

    6.15% of the 13F portfolio, value $20,743,090.

    13F-HR 0001844278-26-000003 filed by Sterling Financial Planning, Inc.
    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 257,929 shares
    Change vs previous 13F -15,430 shares

    6.31% of the 13F portfolio, value $20,936,108.

    13F-HR 0001844278-26-000001 filed by Sterling Financial Planning, Inc.
    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 273,359 shares
    Change vs previous 13F -6,329 shares

    6.27% of the 13F portfolio, value $19,892,363.

    13F-HR 0001844278-25-000002 filed by Sterling Financial Planning, Inc.
    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 279,688 shares
    Change vs previous 13F -24,339 shares

    5.83% of the 13F portfolio, value $17,441,368.

    13F-HR 0001085146-25-004184 filed by Sterling Financial Planning, Inc.
    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 304,027 shares
    Change vs previous 13F -10,404 shares

    6.5% of the 13F portfolio, value $17,925,455.

    13F-HR 0001085146-25-002403 filed by Sterling Financial Planning, Inc.
    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 314,431 shares
    Change vs previous 13F -15,475 shares

    5.73% of the 13F portfolio, value $15,567,498.

    13F-HR 0001085146-25-000679 filed by Sterling Financial Planning, Inc.
    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 329,906 shares
    Change vs previous 13F not available

    6.05% of the 13F portfolio, value $16,396,348.

    13F-HR 0001085146-24-005252 filed by Sterling Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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