Unique Wealth Strategies, LLC: IAU position timeline

Unique Wealth Strategies, LLC held 4,668 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 4,668 shares

   Change vs previous 13F -25 shares

   0.13% of the 13F portfolio, value $352,481.

   13F-HR 0002009809-26-000012 filed by Unique Wealth Strategies, LLC
   Filed 2026-07-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 4,693 shares

   Change vs previous 13F +1,520 shares

   0.17% of the 13F portfolio, value $413,735.

   13F-HR 0002009809-26-000011 filed by Unique Wealth Strategies, LLC
   Filed 2026-07-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2025-12-31

   13F 3,173 shares

   Change vs previous 13F -25 shares

   0.1% of the 13F portfolio, value $257,552.

   13F-HR 0002009809-26-000010 filed by Unique Wealth Strategies, LLC
   Filed 2026-07-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

4. period ended2025-09-30

   13F 3,198 shares

   Change vs previous 13F +3,198 shares

   0.09% of the 13F portfolio, value $232,718.

   13F-HR 0002009809-26-000009 filed by Unique Wealth Strategies, LLC
   Filed 2026-07-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

5. period ended2024-09-30

   13F 0 shares

   Change vs previous 13F not available

   13F-HR 0002009809-26-000005 filed by Unique Wealth Strategies, LLC
   Filed 2026-07-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

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