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Disclosery

SWP FINANCIAL LLC: IAU position timeline

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

SWP FINANCIAL LLC held 9,500 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,500 shares
    Change vs previous 13F +1,441 shares

    0.33% of the 13F portfolio, value $717,345.

    13F-HR 0001951757-26-001063 filed by SWP FINANCIAL 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 8,059 shares
    Change vs previous 13F -20,122 shares

    0.36% of the 13F portfolio, value $710,481.

    13F-HR 0001951757-26-000639 filed by SWP FINANCIAL 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 28,181 shares
    Change vs previous 13F -3,463 shares

    1.15% of the 13F portfolio, value $2,287,452.

    13F-HR 0001951757-26-000174 filed by SWP FINANCIAL 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 31,644 shares
    Change vs previous 13F +9,945 shares

    1.17% of the 13F portfolio, value $2,302,734.

    13F-HR 0001951757-25-001269 filed by SWP FINANCIAL 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 21,699 shares
    Change vs previous 13F -2,563 shares

    0.74% of the 13F portfolio, value $1,353,150.

    13F-HR 0001951757-25-000894 filed by SWP FINANCIAL 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 24,262 shares
    Change vs previous 13F +11,080 shares

    0.87% of the 13F portfolio, value $1,430,488.

    13F-HR 0001951757-25-000494 filed by SWP FINANCIAL 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 13,182 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $652,641.

    13F-HR 0001951757-25-000091 filed by SWP FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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