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Steward Partners Investment Advisory, LLC: IAUG position timeline

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

Steward Partners Investment Advisory, LLC held 18,186 IAUG 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 18,186 shares
    Change vs previous 13F -276 shares

    <0.01% of the 13F portfolio, value $548,672.

    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 18,462 shares
    Change vs previous 13F -26,652 shares

    <0.01% of the 13F portfolio, value $529,016.

    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 45,114 shares
    Change vs previous 13F -631 shares

    0.01% of the 13F portfolio, value $1,283,944.

    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 45,745 shares
    Change vs previous 13F +44,661 shares

    0.01% of the 13F portfolio, value $1,275,018.

    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 1,084 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $29,828.

    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 1,084 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $27,483.

    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 1,084 shares
    Change vs previous 13F -1,773 shares

    <0.01% of the 13F portfolio, value $26,255.

    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 2,857 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $73,053.

    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).