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Beacon Pointe Advisors, LLC: IAU position timeline

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

Beacon Pointe Advisors, LLC held 431,181 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 431,181 shares
    Change vs previous 13F -24,289 shares

    0.15% of the 13F portfolio, value $32,558,450.

    13F-HR 0002085853-26-001042 filed by Beacon Pointe Advisors, 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 455,470 shares
    Change vs previous 13F +147,746 shares

    0.21% of the 13F portfolio, value $40,154,205.

    13F-HR 0002085853-26-000598 filed by Beacon Pointe Advisors, 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 307,724 shares
    Change vs previous 13F +14,030 shares

    0.18% of the 13F portfolio, value $24,977,982.

    13F-HR 0002085853-26-000279 filed by Beacon Pointe Advisors, 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 293,694 shares
    Change vs previous 13F -61,400 shares

    0.18% of the 13F portfolio, value $21,372,096.

    13F-HR 0001941040-25-000654 filed by Beacon Pointe Advisors, 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 355,094 shares
    Change vs previous 13F -9,630 shares

    0.23% of the 13F portfolio, value $22,143,662.

    13F-HR 0001941040-25-000481 filed by Beacon Pointe Advisors, 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 364,724 shares
    Change vs previous 13F -8,527 shares

    0.24% of the 13F portfolio, value $21,504,127.

    13F-HR 0001941040-25-000288 filed by Beacon Pointe Advisors, 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 373,251 shares
    Change vs previous 13F +5,071 shares

    0.2% of the 13F portfolio, value $18,479,657.

    13F-HR 0001941040-25-000169 filed by Beacon Pointe Advisors, 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 368,180 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $18,298,546.

    13F-HR 0001941040-24-000522 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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