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Claro Advisors Inc.: IAU position timeline

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

Claro Advisors Inc. held 26,312 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,312 shares
    Change vs previous 13F +3,283 shares

    0.21% of the 13F portfolio, value $1,986,845.

    13F-HR 0001951757-26-001082 filed by Claro Advisors Inc.
    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 23,029 shares
    Change vs previous 13F -20,139 shares

    0.24% of the 13F portfolio, value $2,030,237.

    13F-HR 0001951757-26-000657 filed by Claro Advisors Inc.
    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 43,168 shares
    Change vs previous 13F +3,994 shares

    0.48% of the 13F portfolio, value $3,503,947.

    13F-HR 0001951757-26-000472 filed by Claro Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 39,174 shares
    Change vs previous 13F +14,456 shares

    0.42% of the 13F portfolio, value $2,850,692.

    13F-HR 0001951757-25-001396 filed by Claro Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 24,718 shares
    Change vs previous 13F -3,828 shares

    0.25% of the 13F portfolio, value $1,541,415.

    13F-HR 0001951757-25-001033 filed by Claro Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 28,546 shares
    Change vs previous 13F +13,719 shares

    0.23% of the 13F portfolio, value $1,683,073.

    13F-HR 0001951757-25-000537 filed by Claro Advisors Inc.
    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 14,827 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $734,085.

    13F-HR 0001951757-25-000003 filed by Claro Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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