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Disclosery

Well Done, LLC: IAU position timeline

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

Well Done, LLC held 61,194 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,194 shares
    Change vs previous 13F -106,596 shares

    0.62% of the 13F portfolio, value $4,620,759.

    13F-HR 0001951757-26-001028 filed by Well Done, 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 167,790 shares
    Change vs previous 13F +2,072 shares

    2.17% of the 13F portfolio, value $14,792,367.

    13F-HR 0001951757-26-000596 filed by Well Done, 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 165,718 shares
    Change vs previous 13F +7,727 shares

    2.01% of the 13F portfolio, value $13,451,331.

    13F-HR 0001951757-26-000050 filed by Well Done, 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 157,991 shares
    Change vs previous 13F +5,300 shares

    1.96% of the 13F portfolio, value $11,497,006.

    13F-HR 0001951757-25-001219 filed by Well Done, 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 152,691 shares
    Change vs previous 13F -6,092 shares

    1.79% of the 13F portfolio, value $9,521,811.

    13F-HR 0001951757-25-000839 filed by Well Done, 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 158,783 shares
    Change vs previous 13F -90 shares

    1.43% of the 13F portfolio, value $7,861,347.

    13F-HR 0001951757-25-000384 filed by Well Done, 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 158,873 shares
    Change vs previous 13F 0 shares

    1.45% of the 13F portfolio, value $7,895,988.

    13F-HR 0001951757-25-000059 filed by Well Done, 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 158,873 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $7,895,988.

    13F-HR 0001951757-24-001058 filed by Well Done, LLC
    Filed (acceptance time not in the bulk data set), ingested

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