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Disclosery

Copperleaf Capital, LLC: IAU position timeline

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

Copperleaf Capital, LLC held 47,867 IAU shares at 2025-09-30 per its 13F-HR filed 2025-10-28.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 47,867 shares
    Change vs previous 13F +37,533 shares

    1.67% of the 13F portfolio, value $3,483,285.

    13F-HR 0001802225-25-000008 filed by Copperleaf Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 10,334 shares
    Change vs previous 13F +3,933 shares

    0.33% of the 13F portfolio, value $644,447.

    13F-HR 0001802225-25-000006 filed by Copperleaf Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 6,401 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $377,421.

    13F-HR 0001802225-25-000002 filed by Copperleaf Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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