Skip to content
Disclosery

TrinityPoint Wealth, LLC: IAU position timeline

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

TrinityPoint Wealth, LLC held 76,359 IAU shares at 2024-12-31 per its 13F-HR filed 2025-02-14.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 76,359 shares
    Change vs previous 13F +38,560 shares

    0.53% of the 13F portfolio, value $3,780,534.

    13F-HR 0001085146-25-001498 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 37,799 shares
    Change vs previous 13F -5 shares

    0.27% of the 13F portfolio, value $1,878,610.

    13F-HR 0001765380-24-000406 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 37,804 shares
    Change vs previous 13F -204 shares

    0.26% of the 13F portfolio, value $1,660,730.

    13F-HR 0001765380-24-000249 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 38,008 shares
    Change vs previous 13F -8 shares

    0.26% of the 13F portfolio, value $1,596,716.

    13F-HR 0001765380-24-000197 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F/A 38,016 shares
    Change vs previous 13F -4,291 shares

    0.27% of the 13F portfolio, value $1,483,764.

    13F-HR/A 0001765380-24-000151 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 42,307 shares
    Change vs previous 13F -2,959 shares

    0.29% of the 13F portfolio, value $1,480,322.

    13F-HR 0001765380-23-000217 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 45,266 shares
    Change vs previous 13F +1,563 shares

    0.32% of the 13F portfolio, value $1,647,230.

    13F-HR 0001765380-23-000130 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 43,703 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,633,181.

    13F-HR 0001765380-23-000089 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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