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Disclosery

Cape Investment Advisory, Inc.: IAU position timeline

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

Cape Investment Advisory, Inc. held 3,077 IAU shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,077 shares
    Change vs previous 13F +328 shares

    0.06% of the 13F portfolio, value $240,314.

    13F-HR 0001944437-26-000005 filed by Cape Investment Advisory, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,749 shares
    Change vs previous 13F +294 shares

    0.06% of the 13F portfolio, value $207,577.

    13F-HR 0001944437-26-000004 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 2,455 shares
    Change vs previous 13F -1,986 shares

    0.07% of the 13F portfolio, value $216,433.

    13F-HR 0001944437-26-000002 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 4,441 shares
    Change vs previous 13F +1,775 shares

    0.11% of the 13F portfolio, value $360,476.

    13F-HR 0001944437-26-000001 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,666 shares
    Change vs previous 13F -256 shares

    0.19% of the 13F portfolio, value $194,005.

    13F-HR 0001944437-25-000006 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,922 shares
    Change vs previous 13F -292 shares

    0.07% of the 13F portfolio, value $182,216.

    13F-HR 0001944437-25-000005 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,214 shares
    Change vs previous 13F +828 shares

    0.08% of the 13F portfolio, value $189,497.

    13F-HR 0001944437-25-000002 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 2,386 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $118,131.

    13F-HR 0001944437-25-000001 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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