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TRUE Private Wealth Advisors: IAU position timeline

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

TRUE Private Wealth Advisors held 389,255 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 389,255 shares
    Change vs previous 13F +183,599 shares

    2.54% of the 13F portfolio, value $29,392,675.

    13F-HR 0001172661-26-002754 filed by TRUE Private Wealth Advisors
    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 205,656 shares
    Change vs previous 13F +168,751 shares

    1.73% of the 13F portfolio, value $18,130,656.

    13F-HR 0001172661-26-002230 filed by TRUE Private Wealth Advisors
    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 36,905 shares
    Change vs previous 13F +10 shares

    0.3% of the 13F portfolio, value $2,995,583.

    13F-HR 0001172661-26-000725 filed by TRUE Private Wealth Advisors
    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 36,895 shares
    Change vs previous 13F -364 shares

    0.27% of the 13F portfolio, value $2,684,853.

    13F-HR 0001172661-25-005117 filed by TRUE Private Wealth Advisors
    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 37,259 shares
    Change vs previous 13F -1,456 shares

    0.26% of the 13F portfolio, value $2,323,483.

    13F-HR 0001172661-25-003025 filed by TRUE Private Wealth Advisors
    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 38,715 shares
    Change vs previous 13F +337 shares

    0.28% of the 13F portfolio, value $2,282,647.

    13F-HR 0001172661-25-002148 filed by TRUE Private Wealth Advisors
    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 38,378 shares
    Change vs previous 13F +1,735 shares

    0.23% of the 13F portfolio, value $1,900,104.

    13F-HR 0001172661-25-000732 filed by TRUE Private Wealth Advisors
    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 36,643 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,821,166.

    13F-HR 0001172661-24-005302 filed by TRUE Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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