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Disclosery

Cobblestone Asset Management LLC: IAU position timeline

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

Cobblestone Asset Management LLC held 19,520 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,520 shares
    Change vs previous 13F +3,860 shares

    0.61% of the 13F portfolio, value $1,473,955.

    13F-HR 0001994512-26-000007 filed by Cobblestone Asset Management 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 15,660 shares
    Change vs previous 13F -31,696 shares

    0.62% of the 13F portfolio, value $1,380,586.

    13F-HR 0001994512-26-000005 filed by Cobblestone Asset Management 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 47,356 shares
    Change vs previous 13F -3,682 shares

    1.73% of the 13F portfolio, value $3,843,887.

    13F-HR 0001994512-26-000001 filed by Cobblestone Asset Management 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 51,038 shares
    Change vs previous 13F +20,860 shares

    1.7% of the 13F portfolio, value $3,714,035.

    13F-HR 0001994512-25-000006 filed by Cobblestone Asset Management 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 30,178 shares
    Change vs previous 13F -18,699 shares

    0.99% of the 13F portfolio, value $1,881,900.

    13F-HR 0001994512-25-000004 filed by Cobblestone Asset Management 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 48,877 shares
    Change vs previous 13F +24,921 shares

    1.68% of the 13F portfolio, value $2,881,788.

    13F-HR 0001994512-25-000003 filed by Cobblestone Asset Management 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 23,956 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $1,186,062.

    13F-HR 0001994512-25-000001 filed by Cobblestone Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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