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Benchmark Investment Advisors LLC: IAU position timeline

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

Benchmark Investment Advisors LLC held 7,036 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,036 shares
    Change vs previous 13F -1,594 shares

    0.23% of the 13F portfolio, value $531,264.

    13F-HR 0001104659-26-095032 filed by Benchmark Investment 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 8,630 shares
    Change vs previous 13F +1,310 shares

    0.44% of the 13F portfolio, value $760,793.

    13F-HR 0001104659-26-060063 filed by Benchmark Investment 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 ended2025-09-30
    13F 7,320 shares
    Change vs previous 13F -35 shares

    0.31% of the 13F portfolio, value $532,701.

    13F-HR 0001104659-25-111202 filed by Benchmark Investment 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 ended2025-03-31
    13F 7,355 shares
    Change vs previous 13F -190 shares

    0.28% of the 13F portfolio, value $433,632.

    13F-HR 0001104659-25-049175 filed by Benchmark Investment 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 ended2024-12-31
    13F 7,545 shares
    Change vs previous 13F -70 shares

    0.24% of the 13F portfolio, value $373,537.

    13F-HR 0001104659-25-012608 filed by Benchmark Investment 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 ended2024-09-30
    13F 7,615 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $378,466.

    13F-HR 0001104659-24-117601 filed by Benchmark Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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