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CAPE ANN SAVINGS BANK: IAU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPE ANN SAVINGS BANK on IAU, newest first. How the timeline and the estimate are built.

CAPE ANN SAVINGS BANK held 122,905 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 122,905 shares
    Change vs previous 13F -8,900 shares

    4.37% of the 13F portfolio, value $9,280,557.

    13F-HR 0000936938-26-000003 filed by CAPE ANN SAVINGS BANK
    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 131,805 shares
    Change vs previous 13F -11,611 shares

    5.84% of the 13F portfolio, value $11,619,929.

    13F-HR 0000936938-26-000002 filed by CAPE ANN SAVINGS BANK
    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 143,416 shares
    Change vs previous 13F -4,832 shares

    5.97% of the 13F portfolio, value $11,641,077.

    13F-HR 0000936938-26-000001 filed by CAPE ANN SAVINGS BANK
    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 148,248 shares
    Change vs previous 13F -4,532 shares

    5.76% of the 13F portfolio, value $10,788,007.

    13F-HR 0000936938-25-000008 filed by CAPE ANN SAVINGS BANK
    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 152,780 shares
    Change vs previous 13F -2,370 shares

    5.69% of the 13F portfolio, value $9,527,361.

    13F-HR 0000936938-25-000005 filed by CAPE ANN SAVINGS BANK
    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 155,150 shares
    Change vs previous 13F -10,223 shares

    5.74% of the 13F portfolio, value $9,147,644.

    13F-HR 0000936938-25-000004 filed by CAPE ANN SAVINGS BANK
    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 165,373 shares
    Change vs previous 13F -1,027 shares

    4.82% of the 13F portfolio, value $8,187,617.

    13F-HR 0000936938-25-000001 filed by CAPE ANN SAVINGS BANK
    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 166,400 shares
    Change vs previous 13F not available

    4.8% of the 13F portfolio, value $8,270,080.

    13F-HR 0000936938-24-000004 filed by CAPE ANN SAVINGS BANK
    Filed (acceptance time not in the bulk data set), ingested

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