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Disclosery

United Asset Strategies, Inc.: IAU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of United Asset Strategies, Inc. on IAU, newest first. How the timeline and the estimate are built.

United Asset Strategies, Inc. held 8,953 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,953 shares
    Change vs previous 13F -485 shares

    0.05% of the 13F portfolio, value $676,041.

    13F-HR 0002085853-26-000695 filed by United Asset Strategies, Inc.
    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 9,438 shares
    Change vs previous 13F +941 shares

    0.07% of the 13F portfolio, value $832,054.

    13F-HR 0002085853-26-000524 filed by United Asset Strategies, Inc.
    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 8,497 shares
    Change vs previous 13F -5,693 shares

    0.05% of the 13F portfolio, value $689,701.

    13F-HR 0001193125-26-026726 filed by United Asset Strategies, Inc.
    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 14,190 shares
    Change vs previous 13F -7,255 shares

    0.08% of the 13F portfolio, value $1,032,606.

    13F-HR 0001193125-25-248293 filed by United Asset Strategies, Inc.
    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 21,445 shares
    Change vs previous 13F -8,643 shares

    0.11% of the 13F portfolio, value $1,337,310.

    13F-HR 0000950123-25-007303 filed by United Asset Strategies, Inc.
    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 30,088 shares
    Change vs previous 13F -5,984 shares

    0.16% of the 13F portfolio, value $1,773,988.

    13F-HR 0000950123-25-005096 filed by United Asset Strategies, Inc.
    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 36,072 shares
    Change vs previous 13F -1,725 shares

    0.16% of the 13F portfolio, value $1,785,925.

    13F-HR 0000950123-25-000460 filed by United Asset Strategies, Inc.
    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 37,797 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,878,511.

    13F-HR 0000950123-24-009949 filed by United Asset Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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