Skip to content
Disclosery

WealthShield Partners, LLC: IAU position timeline

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

WealthShield Partners, LLC held 20,007 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,007 shares
    Change vs previous 13F -5,507 shares

    0.23% of the 13F portfolio, value $1,510,729.

    13F-HR 0001398344-26-014166 filed by WealthShield 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 25,514 shares
    Change vs previous 13F -17,191 shares

    0.25% of the 13F portfolio, value $2,249,314.

    13F-HR 0001398344-26-008094 filed by WealthShield 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 42,705 shares
    Change vs previous 13F +1,512 shares

    0.38% of the 13F portfolio, value $3,466,365.

    13F-HR 0001398344-26-001942 filed by WealthShield 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 41,193 shares
    Change vs previous 13F +18,085 shares

    0.34% of the 13F portfolio, value $2,997,615.

    13F-HR 0001398344-25-020099 filed by WealthShield 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 23,108 shares
    Change vs previous 13F -4,074 shares

    0.17% of the 13F portfolio, value $1,441,015.

    13F-HR 0001398344-25-014826 filed by WealthShield 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 27,182 shares
    Change vs previous 13F +14,184 shares

    0.21% of the 13F portfolio, value $1,602,651.

    13F-HR 0001398344-25-009105 filed by WealthShield 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 12,998 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $643,531.

    13F-HR 0001398344-25-001803 filed by WealthShield Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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