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Biltmore Family Office, LLC: IAU position timeline

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

Biltmore Family Office, LLC held 645,613 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 645,613 shares
    Change vs previous 13F -16,412 shares

    6.41% of the 13F portfolio, value $48,750,218.

    13F-HR 0001398344-26-014190 filed by Biltmore Family Office, 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 662,025 shares
    Change vs previous 13F -1,196 shares

    8.16% of the 13F portfolio, value $58,364,101.

    13F-HR 0001398344-26-008905 filed by Biltmore Family Office, 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 663,221 shares
    Change vs previous 13F -50,358 shares

    7.43% of the 13F portfolio, value $53,833,609.

    13F-HR 0001398344-26-002220 filed by Biltmore Family Office, 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 713,579 shares
    Change vs previous 13F +11,490 shares

    7.39% of the 13F portfolio, value $51,924,642.

    13F-HR 0001398344-25-020082 filed by Biltmore Family Office, 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 702,089 shares
    Change vs previous 13F -17,431 shares

    7.4% of the 13F portfolio, value $43,782,274.

    13F-HR 0001398344-25-014333 filed by Biltmore Family Office, 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 719,520 shares
    Change vs previous 13F -5,046 shares

    7.23% of the 13F portfolio, value $42,422,891.

    13F-HR 0001398344-25-009213 filed by Biltmore Family Office, 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 724,566 shares
    Change vs previous 13F -3,213 shares

    6.02% of the 13F portfolio, value $35,873,271.

    13F-HR 0001398344-25-002568 filed by Biltmore Family Office, 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 727,779 shares
    Change vs previous 13F not available

    6.19% of the 13F portfolio, value $36,170,639.

    13F-HR 0001398344-24-020429 filed by Biltmore Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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