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Focus Partners Wealth: IAU position timeline

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

Focus Partners Wealth held 1,112,704 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 1,112,704 shares
    Change vs previous 13F -23,653 shares

    0.08% of the 13F portfolio, value $84,020,290.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,038,795 shares
    • Focus Partners Advisor Solutions, LLC: 73,909 shares

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

  2. period ended2026-03-31
    13F 1,136,357 shares
    Change vs previous 13F +1,440 shares

    0.1% of the 13F portfolio, value $99,739,101.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,062,868 shares
    • Focus Partners Advisor Solutions, LLC: 73,489 shares

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

  3. period ended2025-12-31
    13F 1,134,917 shares
    Change vs previous 13F +523,959 shares

    0.1% of the 13F portfolio, value $92,100,562.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,083,477 shares
    • Focus Partners Advisor Solutions, LLC: 51,440 shares

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

  4. period ended2025-09-30
    13F 610,958 shares
    Change vs previous 13F +69,004 shares

    0.06% of the 13F portfolio, value $45,136,068.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 495,344 shares
    • Focus Partners Advisor Solutions, LLC: 115,614 shares

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

  5. period ended2025-06-30
    13F 541,954 shares
    Change vs previous 13F +123,938 shares

    0.06% of the 13F portfolio, value $33,796,276.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 461,038 shares
    • Focus Partners Advisor Solutions, LLC: 80,916 shares

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

  6. period ended2025-03-31
    13F/A 418,016 shares
    Change vs previous 13F +20,752 shares

    0.05% of the 13F portfolio, value $24,646,245.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 340,308 shares
    • Focus Partners Advisor Solutions, LLC: 77,708 shares

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

  7. period ended2024-12-31
    13F/A 397,264 shares
    Change vs previous 13F +221,525 shares

    0.04% of the 13F portfolio, value $19,668,558.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 373,260 shares
    • Focus Partners Advisor Solutions, LLC: 24,004 shares

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

  8. period ended2024-09-30
    13F 175,739 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $8,733,393.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 146,020 shares
    • Focus Partners Advisor Solutions, LLC: 29,719 shares

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