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TriaGen Wealth Management LLC: IAU position timeline

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

TriaGen Wealth Management LLC held 89,155 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 89,155 shares
    Change vs previous 13F +1,119 shares

    1.69% of the 13F portfolio, value $6,732,094.

    13F-HR 0001172661-26-002712 filed by TriaGen Wealth Management 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 88,036 shares
    Change vs previous 13F -946 shares

    2.12% of the 13F portfolio, value $7,761,254.

    13F-HR 0001172661-26-001565 filed by TriaGen Wealth Management 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 88,982 shares
    Change vs previous 13F +803 shares

    1.87% of the 13F portfolio, value $7,222,669.

    13F-HR 0001172661-26-000326 filed by TriaGen Wealth Management 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 88,179 shares
    Change vs previous 13F +5,621 shares

    1.67% of the 13F portfolio, value $6,416,786.

    13F-HR 0001172661-25-004361 filed by TriaGen Wealth Management 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 82,558 shares
    Change vs previous 13F +1,076 shares

    1.56% of the 13F portfolio, value $5,148,317.

    13F-HR 0001172661-25-002685 filed by TriaGen Wealth Management 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 81,482 shares
    Change vs previous 13F -6,183 shares

    1.69% of the 13F portfolio, value $4,804,179.

    13F-HR 0001172661-25-001775 filed by TriaGen Wealth Management 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 87,665 shares
    Change vs previous 13F +742 shares

    1.46% of the 13F portfolio, value $4,340,294.

    13F-HR 0001172661-25-000336 filed by TriaGen Wealth Management 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 86,923 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $4,320,073.

    13F-HR 0001172661-24-004311 filed by TriaGen Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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