Skip to content
Disclosery

Walkner Condon Financial Advisors LLC: IAU position timeline

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

Walkner Condon Financial Advisors LLC held 37,179 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,179 shares
    Change vs previous 13F +25 shares

    0.32% of the 13F portfolio, value $2,807,386.

    13F-HR 0001817494-26-000003 filed by Walkner Condon Financial 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 37,154 shares
    Change vs previous 13F -1,059 shares

    0.43% of the 13F portfolio, value $3,275,497.

    13F-HR 0001817494-26-000002 filed by Walkner Condon Financial 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 38,213 shares
    Change vs previous 13F -572 shares

    0.43% of the 13F portfolio, value $3,101,749.

    13F-HR 0001817494-26-000001 filed by Walkner Condon Financial 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 38,785 shares
    Change vs previous 13F -146 shares

    0.45% of the 13F portfolio, value $2,822,384.

    13F-HR 0001817494-25-000003 filed by Walkner Condon Financial 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 38,931 shares
    Change vs previous 13F -3,955 shares

    0.45% of the 13F portfolio, value $2,427,737.

    13F-HR 0001085146-25-004588 filed by Walkner Condon Financial 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 42,886 shares
    Change vs previous 13F +679 shares

    0.51% of the 13F portfolio, value $2,528,559.

    13F-HR 0001085146-25-002240 filed by Walkner Condon Financial 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 42,207 shares
    Change vs previous 13F -734 shares

    0.42% of the 13F portfolio, value $2,089,669.

    13F-HR 0001085146-25-000620 filed by Walkner Condon Financial Advisors LLC
    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 42,941 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $2,134,168.

    13F-HR 0001085146-24-005264 filed by Walkner Condon Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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