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Disclosery

WEALTHGARDEN F.S. LLC: IAU position timeline

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

WEALTHGARDEN F.S. LLC held 25,960 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 25,960 shares
    Change vs previous 13F +2,415 shares

    1.11% of the 13F portfolio, value $1,960,212.

    13F-HR 0002023633-26-000003 filed by WEALTHGARDEN F.S. 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 23,545 shares
    Change vs previous 13F -2,978 shares

    1.42% of the 13F portfolio, value $2,075,727.

    13F-HR 0002023633-26-000002 filed by WEALTHGARDEN F.S. 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 26,523 shares
    Change vs previous 13F +2,366 shares

    1.66% of the 13F portfolio, value $2,524,459.

    13F-HR 0002023633-26-000001 filed by WEALTHGARDEN F.S. 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 24,157 shares
    Change vs previous 13F +2,692 shares

    1.42% of the 13F portfolio, value $1,992,953.

    13F-HR 0002023633-25-000002 filed by WEALTHGARDEN F.S. 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 21,465 shares
    Change vs previous 13F +2,978 shares

    1.1% of the 13F portfolio, value $1,331,045.

    13F-HR 0001085146-25-004771 filed by WEALTHGARDEN F.S. 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 18,487 shares
    Change vs previous 13F +1,778 shares

    1.05% of the 13F portfolio, value $1,089,994.

    13F-HR 0001085146-25-002547 filed by WEALTHGARDEN F.S. 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 16,709 shares
    Change vs previous 13F +5,355 shares

    0.77% of the 13F portfolio, value $827,238.

    13F-HR 0001085146-25-000740 filed by WEALTHGARDEN F.S. 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/A 11,354 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $564,294.

    13F-HR/A 0001085146-24-005836 filed by WEALTHGARDEN F.S. LLC
    Filed (acceptance time not in the bulk data set), ingested

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