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Disclosery

Triad Wealth Partners, LLC: IAU position timeline

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

Triad Wealth Partners, LLC held 94,937 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 94,937 shares
    Change vs previous 13F +15,482 shares

    0.43% of the 13F portfolio, value $7,233,238.

    13F-HR 0002012717-26-000004 filed by Triad Wealth Partners, 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 79,455 shares
    Change vs previous 13F -72,725 shares

    0.56% of the 13F portfolio, value $7,004,739.

    13F-HR 0002012717-26-000003 filed by Triad Wealth Partners, 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 152,180 shares
    Change vs previous 13F +21,350 shares

    1.17% of the 13F portfolio, value $12,352,438.

    13F-HR 0002012717-26-000002 filed by Triad Wealth Partners, 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 130,830 shares
    Change vs previous 13F +51,480 shares

    1.23% of the 13F portfolio, value $9,520,488.

    13F-HR 0002012717-25-000007 filed by Triad Wealth Partners, 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 79,350 shares
    Change vs previous 13F +13,806 shares

    1% of the 13F portfolio, value $4,948,256.

    13F-HR 0002012717-25-000005 filed by Triad Wealth Partners, 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 65,544 shares
    Change vs previous 13F +33,041 shares

    1.2% of the 13F portfolio, value $3,864,474.

    13F-HR 0002012717-25-000003 filed by Triad Wealth Partners, 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 32,503 shares
    Change vs previous 13F +32,503 shares

    0.58% of the 13F portfolio, value $1,609,224.

    13F-HR 0002012717-25-000001 filed by Triad Wealth Partners, 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 0 shares
    Change vs previous 13F not available

    13F-HR 0001835669-24-000009 filed by Triad Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.