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Wealthcare Advisory Partners LLC: IAUX position timeline

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

Wealthcare Advisory Partners LLC held 112,297 IAUX shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 112,297 shares
    Change vs previous 13F -2,187 shares

    <0.01% of the 13F portfolio, value $161,708.

    13F-HR 0001951757-26-000979 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 99,054 shares
    • Wealthcare Capital Partners, LLC: 13,243 shares

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

  2. period ended2026-03-31
    13F 114,484 shares
    Change vs previous 13F +1,233 shares

    <0.01% of the 13F portfolio, value $174,015.

    13F-HR 0001951757-26-000595 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 101,241 shares
    • Wealthcare Capital Partners, LLC: 13,243 shares

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

  3. period ended2025-12-31
    13F 113,251 shares
    Change vs previous 13F +368 shares

    <0.01% of the 13F portfolio, value $165,347.

    13F-HR 0001951757-26-000085 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 100,008 shares
    • Wealthcare Capital Partners, LLC: 13,243 shares

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

  4. period ended2025-09-30
    13F 112,883 shares
    Change vs previous 13F +31,618 shares

    <0.01% of the 13F portfolio, value $107,848.

    13F-HR 0001951757-25-001337 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 99,640 shares
    • Wealthcare Capital Partners, LLC: 13,243 shares

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

  5. period ended2025-06-30
    13F 81,265 shares
    Change vs previous 13F +62,526 shares

    <0.01% of the 13F portfolio, value $48,629.

    13F-HR 0001951757-25-000905 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 67,018 shares
    • Wealthcare Capital Partners, LLC: 14,247 shares

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

  6. period ended2025-03-31
    13F 18,739 shares
    Change vs previous 13F +897 shares

    <0.01% of the 13F portfolio, value $10,902.

    13F-HR 0001951757-25-000364 filed by Wealthcare Advisory 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 17,842 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,653.

    13F-HR 0001951757-25-000037 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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