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Disclosery

Blue Trust, Inc.: IAUM position timeline

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

Blue Trust, Inc. held 1,583,057 IAUM 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 1,583,057 shares
    Change vs previous 13F -23,332 shares

    0.66% of the 13F portfolio, value $63,338,111.

    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 1,606,389 shares
    Change vs previous 13F -143,845 shares

    0.86% of the 13F portfolio, value $75,018,347.

    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 1,750,234 shares
    Change vs previous 13F -73,703 shares

    0.85% of the 13F portfolio, value $75,242,556.

    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 1,823,937 shares
    Change vs previous 13F +438,488 shares

    0.79% of the 13F portfolio, value $70,221,556.

    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 1,385,449 shares
    Change vs previous 13F +1,339,387 shares

    0.54% of the 13F portfolio, value $45,705,962.

    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 46,062 shares
    Change vs previous 13F +5,075 shares

    0.02% of the 13F portfolio, value $1,435,753.

    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 40,987 shares
    Change vs previous 13F +33,952 shares

    0.01% of the 13F portfolio, value $1,072,630.

    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 7,035 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $163,212.

    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).