CAPITAL ADVISORS INC/OK: IAU position timeline

CAPITAL ADVISORS INC/OK held 104,567 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 104,567 shares

   Change vs previous 13F +6,850 shares

   0.12% of the 13F portfolio, value $7,895,854.

   13F-HR 0000860828-26-000004 filed by CAPITAL ADVISORS INC/OK
   Filed 2026-07-23 (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 97,717 shares

   Change vs previous 13F -896 shares

   0.14% of the 13F portfolio, value $8,614,731.

   13F-HR 0000860828-26-000003 filed by CAPITAL ADVISORS INC/OK
   Filed 2026-04-27 (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 98,613 shares

   Change vs previous 13F +8,417 shares

   0.13% of the 13F portfolio, value $8,004,417.

   13F-HR 0000860828-26-000001 filed by CAPITAL ADVISORS INC/OK
   Filed 2026-01-15 (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 90,196 shares

   Change vs previous 13F +42,840 shares

   0.11% of the 13F portfolio, value $6,563,563.

   13F-HR 0000860828-25-000007 filed by CAPITAL ADVISORS INC/OK
   Filed 2025-10-21 (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 47,356 shares

   Change vs previous 13F +33,171 shares

   0.05% of the 13F portfolio, value $2,953,120.

   13F-HR 0000860828-25-000005 filed by CAPITAL ADVISORS INC/OK
   Filed 2025-07-22 (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 ended2025-03-31

   13F 14,185 shares

   Change vs previous 13F -38 shares

   0.02% of the 13F portfolio, value $836,348.

   13F-HR 0000860828-25-000004 filed by CAPITAL ADVISORS INC/OK
   Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 14,223 shares

   Change vs previous 13F +3,257 shares

   0.01% of the 13F portfolio, value $704,181.

   13F-HR 0000860828-25-000003 filed by CAPITAL ADVISORS INC/OK
   Filed 2025-01-29 (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).

8. period ended2024-09-30

   13F 10,966 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $545,010.

   13F-HR 0000860828-24-000004 filed by CAPITAL ADVISORS INC/OK
   Filed 2024-10-28 (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).