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Disclosery

W ADVISORS, LLC: IAU position timeline

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

W ADVISORS, LLC held 5,573 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,573 shares
    Change vs previous 13F -999 shares

    0.19% of the 13F portfolio, value $420,817.

    13F-HR 0001172661-26-002980 filed by W ADVISORS, 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 6,572 shares
    Change vs previous 13F -4,559 shares

    0.3% of the 13F portfolio, value $579,388.

    13F-HR 0001172661-26-001570 filed by W ADVISORS, 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 11,131 shares
    Change vs previous 13F +1,187 shares

    0.45% of the 13F portfolio, value $903,503.

    13F-HR 0001172661-26-000770 filed by W ADVISORS, 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 9,944 shares
    Change vs previous 13F +2,056 shares

    0.38% of the 13F portfolio, value $723,625.

    13F-HR 0001172661-25-004935 filed by W ADVISORS, 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 7,888 shares
    Change vs previous 13F -829 shares

    0.28% of the 13F portfolio, value $491,896.

    13F-HR 0001172661-25-002933 filed by W ADVISORS, 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 8,717 shares
    Change vs previous 13F +4,106 shares

    0.32% of the 13F portfolio, value $513,954.

    13F-HR 0001172661-25-001769 filed by W ADVISORS, 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 4,611 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $228,291.

    13F-HR 0001172661-25-000311 filed by W ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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