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AVANTAX ADVISORY SERVICES, INC.: IAU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVANTAX ADVISORY SERVICES, INC. on IAU, newest first. How the timeline and the estimate are built.

AVANTAX ADVISORY SERVICES, INC. held 341,605 IAU shares at 2025-06-30 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 341,605 shares
    Change vs previous 13F +24,889 shares

    0.12% of the 13F portfolio, value $21,302,463.

    13F-HR 0001085146-25-004753 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 316,716 shares
    Change vs previous 13F +162,279 shares

    0.11% of the 13F portfolio, value $18,673,595.

    13F-HR 0001085146-25-002657 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 154,437 shares
    Change vs previous 13F +92,325 shares

    0.05% of the 13F portfolio, value $7,646,176.

    13F-HR 0001085146-25-000923 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 62,112 shares
    Change vs previous 13F +1,016 shares

    0.02% of the 13F portfolio, value $3,086,966.

    13F-HR 0001085146-24-005662 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 61,096 shares
    Change vs previous 13F +26,302 shares

    0.02% of the 13F portfolio, value $2,683,947.

    13F-HR 0001085146-24-003622 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 34,794 shares
    Change vs previous 13F -1,602 shares

    0.01% of the 13F portfolio, value $1,461,696.

    13F-HR 0001085146-24-002310 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 36,396 shares
    Change vs previous 13F -6,218 shares

    0.01% of the 13F portfolio, value $1,420,536.

    13F-HR 0001085146-24-000829 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 42,614 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,491,064.

    13F-HR 0001085146-23-004176 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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