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CAPTRUST FINANCIAL ADVISORS: IAU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on IAU, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 2,179,893 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,179,893 shares
    Change vs previous 13F -236,267 shares

    0.25% of the 13F portfolio, value $164,603,736.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 2,416,160 shares
    Change vs previous 13F +5,305 shares

    0.37% of the 13F portfolio, value $212,992,237.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 2,410,855 shares
    Change vs previous 13F +11,014 shares

    0.37% of the 13F portfolio, value $195,689,106.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 2,399,841 shares
    Change vs previous 13F -14,061 shares

    0.36% of the 13F portfolio, value $174,630,363.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 2,413,902 shares
    Change vs previous 13F -20,730 shares

    0.34% of the 13F portfolio, value $150,528,444.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 2,434,632 shares
    Change vs previous 13F +152,903 shares

    0.36% of the 13F portfolio, value $143,540,608.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 2,281,729 shares
    Change vs previous 13F +99,319 shares

    0.32% of the 13F portfolio, value $112,967,376.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 2,182,410 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $108,468,331.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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