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Disclosery

Waldron Private Wealth LLC: IAU position timeline

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

Waldron Private Wealth LLC held 34,341 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,341 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $2,593,089.

    13F-HR 0001598180-26-000005 filed by Waldron Private 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 ended2026-03-31
    13F 34,341 shares
    Change vs previous 13F -750 shares

    0.12% of the 13F portfolio, value $3,027,502.

    13F-HR 0001598180-26-000004 filed by Waldron Private 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 ended2025-12-31
    13F 35,091 shares
    Change vs previous 13F +960 shares

    0.11% of the 13F portfolio, value $2,848,336.

    13F-HR 0001598180-26-000001 filed by Waldron Private 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 ended2025-09-30
    13F 34,131 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,483,713.

    13F-HR 0001598180-25-000005 filed by Waldron Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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