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Disclosery

Wealth Management Partners, LLC: IAU position timeline

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

Wealth Management Partners, LLC held 177,803 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 177,803 shares
    Change vs previous 13F -5,057 shares

    3.16% of the 13F portfolio, value $13,425,905.

    13F-HR 0001843294-26-000004 filed by Wealth Management Partners, 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 182,860 shares
    Change vs previous 13F -16,859 shares

    4.61% of the 13F portfolio, value $16,120,938.

    13F-HR 0001843294-26-000002 filed by Wealth Management Partners, 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 199,719 shares
    Change vs previous 13F -3,944 shares

    4.63% of the 13F portfolio, value $16,211,191.

    13F-HR 0001843294-26-000001 filed by Wealth Management Partners, 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 203,663 shares
    Change vs previous 13F +98 shares

    4.71% of the 13F portfolio, value $14,820,557.

    13F-HR 0001843294-25-000004 filed by Wealth Management Partners, 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 203,565 shares
    Change vs previous 13F -1,040 shares

    4.53% of the 13F portfolio, value $12,808,310.

    13F-HR 0001085146-25-003755 filed by Wealth Management Partners, 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 204,605 shares
    Change vs previous 13F +2,203 shares

    5.59% of the 13F portfolio, value $12,063,511.

    13F-HR 0001085146-25-002028 filed by Wealth Management Partners, 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 202,402 shares
    Change vs previous 13F +1,723 shares

    4.32% of the 13F portfolio, value $10,020,923.

    13F-HR 0001085146-25-000272 filed by Wealth Management Partners, 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 200,679 shares
    Change vs previous 13F not available

    4.62% of the 13F portfolio, value $9,973,746.

    13F-HR 0001085146-24-005032 filed by Wealth Management Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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