CALTON & ASSOCIATES, INC.: IAU position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CALTON & ASSOCIATES, INC. on IAU, newest first. How the timeline and the estimate are built.
CALTON & ASSOCIATES, INC. held 8,587 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 8,587 sharesChange vs previous 13F +1,219 shares
0.09% of the 13F portfolio, value $648,404.
13F-HR 0001172661-26-003203 filed by CALTON & ASSOCIATES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,368 sharesChange vs previous 13F +662 shares
0.09% of the 13F portfolio, value $649,563.
13F-HR 0001172661-26-001798 filed by CALTON & ASSOCIATES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,706 sharesChange vs previous 13F +741 shares
0.08% of the 13F portfolio, value $544,326.
13F-HR 0001172661-26-000574 filed by CALTON & ASSOCIATES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,965 sharesChange vs previous 13F +1,511 shares
0.07% of the 13F portfolio, value $434,073.
13F-HR 0001172661-25-004622 filed by CALTON & ASSOCIATES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,454 sharesChange vs previous 13F +593 shares
0.05% of the 13F portfolio, value $277,751.
13F-HR 0001172661-25-003047 filed by CALTON & ASSOCIATES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 3,861 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $227,645.
13F-HR/A 0001172661-25-002159 filed by CALTON & ASSOCIATES, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).