Steward Partners Investment Advisory, LLC
Holdings in IAU
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $59,465,385 | 732,603 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $51,388,281 | 706,174 | Shares | Sole | 2025-11-12 |
| 2025-06-30 | $32,454,576 | 520,439 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $26,941,948 | 456,953 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $18,086,003 | 365,300 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $15,244,729 | 306,735 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $10,639,011 | 242,181 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $10,485,990 | 249,607 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $10,136,520 | 259,711 | Shares | Sole | 2024-02-12 |
| 2023-09-30 | $6,802,265 | 194,406 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $9,794,368 | 269,150 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $11,181,851 | 299,220 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $6,178,811 | 178,630 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $6,136,305 | 194,618 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $7,169,005 | 208,948 | Shares | Sole | 2022-08-04 |
| 2022-03-31 | $7,416,125 | 201,361 | Shares | Sole | 2022-05-02 |
| 2021-12-31 | $6,820,949 | 195,948 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $6,578,896 | 196,914 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $7,248,425 | 215,023 | Shares | Sole | 2021-08-13 |