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AVALON CAPITAL MANAGEMENT: IAU position timeline

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

AVALON CAPITAL MANAGEMENT held 25,659 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,659 shares
    Change vs previous 13F -20,031 shares

    0.46% of the 13F portfolio, value $1,937,511.

    13F-HR 0001172661-26-002649 filed by AVALON CAPITAL MANAGEMENT
    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 45,690 shares
    Change vs previous 13F -7,079 shares

    1.14% of the 13F portfolio, value $4,028,030.

    13F-HR 0001172661-26-002005 filed by AVALON CAPITAL MANAGEMENT
    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 52,769 shares
    Change vs previous 13F +3,433 shares

    1.02% of the 13F portfolio, value $4,283,260.

    13F-HR 0001172661-26-000599 filed by AVALON CAPITAL MANAGEMENT
    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 49,336 shares
    Change vs previous 13F +3,218 shares

    0.88% of the 13F portfolio, value $3,590,181.

    13F-HR 0001172661-25-004386 filed by AVALON CAPITAL MANAGEMENT
    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 46,118 shares
    Change vs previous 13F -2,909 shares

    0.77% of the 13F portfolio, value $2,875,918.

    13F-HR 0001172661-25-002951 filed by AVALON CAPITAL MANAGEMENT
    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 49,027 shares
    Change vs previous 13F +18,635 shares

    0.84% of the 13F portfolio, value $2,890,632.

    13F-HR 0001172661-25-001599 filed by AVALON CAPITAL MANAGEMENT
    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 30,392 shares
    Change vs previous 13F -4,407 shares

    0.49% of the 13F portfolio, value $1,504,708.

    13F-HR 0001172661-25-000487 filed by AVALON CAPITAL MANAGEMENT
    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 34,799 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,729,510.

    13F-HR 0001172661-24-004616 filed by AVALON CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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