Skip to content
Disclosery

Clearstead Advisors, LLC: IAU position timeline

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

Clearstead Advisors, LLC held 109,777 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 109,777 shares
    Change vs previous 13F +75,473 shares

    0.08% of the 13F portfolio, value $8,289,288.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, 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 34,304 shares
    Change vs previous 13F -389 shares

    0.03% of the 13F portfolio, value $3,024,272.

    13F-HR 0000842775-26-000003 filed by Clearstead Advisors, 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 34,693 shares
    Change vs previous 13F +1,932 shares

    0.04% of the 13F portfolio, value $2,816,060.

    13F-HR 0000842775-26-000001 filed by Clearstead Advisors, 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 32,761 shares
    Change vs previous 13F +2,694 shares

    0.03% of the 13F portfolio, value $2,384,018.

    13F-HR 0000842775-25-000007 filed by Clearstead Advisors, 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 30,067 shares
    Change vs previous 13F -420 shares

    0.03% of the 13F portfolio, value $1,874,978.

    13F-HR 0001708001-25-000003 filed by Clearstead Advisors, 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 30,487 shares
    Change vs previous 13F +428 shares

    0.03% of the 13F portfolio, value $1,797,514.

    13F-HR 0000842775-25-000005 filed by Clearstead Advisors, 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 30,059 shares
    Change vs previous 13F -1,034 shares

    0.02% of the 13F portfolio, value $1,488,222.

    13F-HR 0000842775-25-000001 filed by Clearstead Advisors, 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 31,093 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,545,322.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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