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Coastal Bridge Advisors, LLC: IAU position timeline

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

Coastal Bridge Advisors, LLC held 284,111 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 284,111 shares
    Change vs previous 13F +828 shares

    1.33% of the 13F portfolio, value $21,453,220.

    13F-HR 0002085853-26-001020 filed by Coastal Bridge 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 283,283 shares
    Change vs previous 13F +5,155 shares

    1.77% of the 13F portfolio, value $24,974,228.

    13F-HR 0002085853-26-000594 filed by Coastal Bridge 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 278,128 shares
    Change vs previous 13F -1,487 shares

    1.69% of the 13F portfolio, value $22,575,647.

    13F-HR 0002085853-26-000277 filed by Coastal Bridge 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 279,615 shares
    Change vs previous 13F +66,926 shares

    1.54% of the 13F portfolio, value $20,347,567.

    13F-HR 0001725547-25-004216 filed by Coastal Bridge 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 212,689 shares
    Change vs previous 13F +4,506 shares

    1.1% of the 13F portfolio, value $13,263,287.

    13F-HR 0001725547-25-003671 filed by Coastal Bridge 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/A 208,183 shares
    Change vs previous 13F +83,392 shares

    1.11% of the 13F portfolio, value $12,274,469.

    13F-HR/A 0001725547-25-003737 filed by Coastal Bridge 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 124,791 shares
    Change vs previous 13F +443 shares

    1.56% of the 13F portfolio, value $6,178,402.

    13F-HR 0001085146-25-001596 filed by Coastal Bridge 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 124,348 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $6,180,096.

    13F-HR 0001085146-24-005732 filed by Coastal Bridge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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