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WESPAC Advisors, LLC: IAU position timeline

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

WESPAC Advisors, LLC held 16,107 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,107 shares
    Change vs previous 13F -7,719 shares

    0.59% of the 13F portfolio, value $1,216,240.

    13F-HR 0001484540-26-000005 filed by WESPAC Advisors, 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 23,826 shares
    Change vs previous 13F -9,830 shares

    1.15% of the 13F portfolio, value $2,100,500.

    13F-HR 0001484540-26-000002 filed by WESPAC Advisors, 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 33,656 shares
    Change vs previous 13F +6,782 shares

    1.48% of the 13F portfolio, value $2,731,858.

    13F-HR 0001484540-26-000001 filed by WESPAC Advisors, 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 26,874 shares
    Change vs previous 13F +1,188 shares

    1.14% of the 13F portfolio, value $1,955,621.

    13F-HR 0001484540-25-000005 filed by WESPAC Advisors, 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 25,686 shares
    Change vs previous 13F +656 shares

    1.12% of the 13F portfolio, value $1,601,779.

    13F-HR 0001085146-25-004096 filed by WESPAC Advisors, 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 25,030 shares
    Change vs previous 13F +3,878 shares

    1.2% of the 13F portfolio, value $1,475,769.

    13F-HR 0001085146-25-002508 filed by WESPAC Advisors, 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 21,152 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $1,047,236.

    13F-HR 0001085146-25-000720 filed by WESPAC Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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