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Steward Partners Investment Advisory, LLC: IAU position timeline

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

Steward Partners Investment Advisory, LLC held 530,298 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 530,298 shares
    Change vs previous 13F -109,627 shares

    0.2% of the 13F portfolio, value $40,042,820.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment 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 639,925 shares
    Change vs previous 13F -92,678 shares

    0.29% of the 13F portfolio, value $56,415,721.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment 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 732,603 shares
    Change vs previous 13F +26,429 shares

    0.33% of the 13F portfolio, value $59,465,324.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment 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 706,174 shares
    Change vs previous 13F +185,735 shares

    0.29% of the 13F portfolio, value $51,388,280.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment 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 520,439 shares
    Change vs previous 13F +63,486 shares

    0.25% of the 13F portfolio, value $32,454,570.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment 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 456,953 shares
    Change vs previous 13F +91,653 shares

    0.24% of the 13F portfolio, value $26,941,949.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment 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 365,300 shares
    Change vs previous 13F +58,565 shares

    0.16% of the 13F portfolio, value $18,086,003.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 306,735 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $15,244,729.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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