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Disclosery

Blue Trust, Inc.: IAU position timeline

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

Blue Trust, Inc. held 460,543 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 460,543 shares
    Change vs previous 13F -9,866 shares

    0.36% of the 13F portfolio, value $34,775,600.

    13F-HR 0001856022-26-000004 filed by Blue Trust, Inc.
    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 470,409 shares
    Change vs previous 13F -50,680 shares

    0.47% of the 13F portfolio, value $41,471,256.

    13F-HR 0001856022-26-000003 filed by Blue Trust, Inc.
    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 521,089 shares
    Change vs previous 13F -231 shares

    0.48% of the 13F portfolio, value $42,296,793.

    13F-HR 0001856022-26-000001 filed by Blue Trust, Inc.
    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 521,320 shares
    Change vs previous 13F +15,679 shares

    0.43% of the 13F portfolio, value $37,936,455.

    13F-HR 0001856022-25-000008 filed by Blue Trust, Inc.
    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 505,641 shares
    Change vs previous 13F -22,846 shares

    0.37% of the 13F portfolio, value $31,531,802.

    13F-HR 0001856022-25-000007 filed by Blue Trust, Inc.
    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 528,487 shares
    Change vs previous 13F +57,561 shares

    0.4% of the 13F portfolio, value $31,159,622.

    13F-HR 0001856022-25-000006 filed by Blue Trust, Inc.
    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/A 470,926 shares
    Change vs previous 13F -5,547 shares

    0.3% of the 13F portfolio, value $23,315,570.

    13F-HR/A 0001856022-25-000004 filed by Blue Trust, Inc.
    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 476,473 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $20,931,480.

    13F-HR 0001856022-24-000006 filed by Blue Trust, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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