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Disclosery

Ballentine Partners, LLC: IAU position timeline

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

Ballentine Partners, LLC held 77,382 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,382 shares
    Change vs previous 13F -23,289 shares

    0.07% of the 13F portfolio, value $5,843,115.

    13F-HR 0001172661-26-002674 filed by Ballentine Partners, LLC
    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 100,671 shares
    Change vs previous 13F -42,213 shares

    0.12% of the 13F portfolio, value $8,875,155.

    13F-HR 0001172661-26-001909 filed by Ballentine Partners, LLC
    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 142,884 shares
    Change vs previous 13F -15,658 shares

    0.16% of the 13F portfolio, value $11,597,894.

    13F-HR 0001172661-26-000457 filed by Ballentine Partners, LLC
    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 158,542 shares
    Change vs previous 13F -400 shares

    0.16% of the 13F portfolio, value $11,537,101.

    13F-HR 0001172661-25-004541 filed by Ballentine Partners, LLC
    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 158,942 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $9,911,623.

    13F-HR 0001172661-25-002596 filed by Ballentine Partners, LLC
    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 158,942 shares
    Change vs previous 13F +19,051 shares

    0.16% of the 13F portfolio, value $9,371,220.

    13F-HR 0001172661-25-001551 filed by Ballentine 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 139,891 shares
    Change vs previous 13F -523 shares

    0.12% of the 13F portfolio, value $6,926,003.

    13F-HR 0001172661-25-000227 filed by Ballentine Partners, LLC
    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 140,414 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $6,978,576.

    13F-HR 0001172661-24-004333 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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