Skip to content
Disclosery

Capital Asset Advisory Services LLC: IAU position timeline

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

Capital Asset Advisory Services LLC held 660,237 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 660,237 shares
    Change vs previous 13F +19,200 shares

    1.8% of the 13F portfolio, value $49,854,494.

    13F-HR 0001941040-26-000611 filed by Capital Asset Advisory Services LLC
    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 641,037 shares
    Change vs previous 13F -113,730 shares

    2.23% of the 13F portfolio, value $58,058,701.

    13F-HR 0001941040-26-000267 filed by Capital Asset Advisory Services LLC
    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 754,767 shares
    Change vs previous 13F -77,489 shares

    2.57% of the 13F portfolio, value $63,868,354.

    13F-HR 0001941040-26-000010 filed by Capital Asset Advisory Services LLC
    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 832,256 shares
    Change vs previous 13F -91,970 shares

    2.62% of the 13F portfolio, value $60,563,248.

    13F-HR 0001941040-25-000533 filed by Capital Asset Advisory Services LLC
    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 924,226 shares
    Change vs previous 13F -23,316 shares

    2.72% of the 13F portfolio, value $58,152,299.

    13F-HR 0001941040-25-000332 filed by Capital Asset Advisory Services LLC
    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 947,542 shares
    Change vs previous 13F -87,396 shares

    2.85% of the 13F portfolio, value $55,857,613.

    13F-HR 0001941040-25-000196 filed by Capital Asset Advisory Services LLC
    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 1,034,938 shares
    Change vs previous 13F +12,341 shares

    2.54% of the 13F portfolio, value $51,529,548.

    13F-HR 0001398344-25-000896 filed by Capital Asset Advisory Services LLC
    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 1,022,597 shares
    Change vs previous 13F not available

    2.53% of the 13F portfolio, value $50,659,468.

    13F-HR 0001398344-24-018961 filed by Capital Asset Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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