Bull Oak Capital, LLC: IAU position timeline

Bull Oak Capital, LLC held 97,670 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 97,670 shares

   Change vs previous 13F -2,226 shares

   2.46% of the 13F portfolio, value $7,375,062.

   13F-HR 0001824263-26-000004 filed by Bull Oak Capital, LLC
   Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 99,896 shares

   Change vs previous 13F +5,259 shares

   3.38% of the 13F portfolio, value $8,806,831.

   13F-HR 0001824263-26-000003 filed by Bull Oak Capital, LLC
   Filed 2026-05-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 94,637 shares

   Change vs previous 13F -1,252 shares

   3.14% of the 13F portfolio, value $7,681,685.

   13F-HR 0001824263-26-000001 filed by Bull Oak Capital, LLC
   Filed 2026-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 95,889 shares

   Change vs previous 13F -283 shares

   2.96% of the 13F portfolio, value $6,977,843.

   13F-HR 0001824263-25-000008 filed by Bull Oak Capital, LLC
   Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 96,172 shares

   Change vs previous 13F +96,172 shares

   2.73% of the 13F portfolio, value $5,997,267.

   13F-HR 0001824263-25-000002 filed by Bull Oak Capital, LLC
   Filed 2025-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2024-12-31

   13F 0 shares

   Change vs previous 13F -1,592 shares

   13F-HR 0001824263-25-000001 filed by Bull Oak Capital, LLC
   Filed 2025-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

   Exited: the 13F for this period no longer lists the position.

7. period ended2024-09-30

   13F 1,592 shares

   Change vs previous 13F not available

   0.05% of the 13F portfolio, value $79,122.

   13F-HR 0001824263-24-000005 filed by Bull Oak Capital, LLC
   Filed 2024-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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