Skip to content
Disclosery

waypoint wealth counsel: IAU position timeline

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

waypoint wealth counsel held 70,641 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 70,641 shares
    Change vs previous 13F -4,155 shares

    3.34% of the 13F portfolio, value $5,334,102.

    13F-HR 0001807909-26-000003 filed by waypoint wealth counsel
    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 74,796 shares
    Change vs previous 13F -5,525 shares

    3.41% of the 13F portfolio, value $6,594,016.

    13F-HR 0001807909-26-000002 filed by waypoint wealth counsel
    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 80,321 shares
    Change vs previous 13F -563 shares

    2.39% of the 13F portfolio, value $6,519,656.

    13F-HR 0001807909-26-000001 filed by waypoint wealth counsel
    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 80,884 shares
    Change vs previous 13F +553 shares

    2.32% of the 13F portfolio, value $5,885,929.

    13F-HR 0001807909-25-000006 filed by waypoint wealth counsel
    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 80,331 shares
    Change vs previous 13F +1,734 shares

    2.48% of the 13F portfolio, value $5,009,442.

    13F-HR 0001807909-25-000004 filed by waypoint wealth counsel
    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 78,597 shares
    Change vs previous 13F 0 shares

    2.91% of the 13F portfolio, value $4,634,080.

    13F-HR 0001807909-25-000002 filed by waypoint wealth counsel
    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 78,597 shares
    Change vs previous 13F -277 shares

    2.54% of the 13F portfolio, value $3,891,338.

    13F-HR 0001807909-25-000001 filed by waypoint wealth counsel
    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 78,874 shares
    Change vs previous 13F not available

    2.66% of the 13F portfolio, value $3,920,038.

    13F-HR 0001807909-24-000010 filed by waypoint wealth counsel
    Filed (acceptance time not in the bulk data set), ingested

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