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Disclosery

CX Institutional: IAU position timeline

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

CX Institutional held 10,019 IAU shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 10,019 shares
    Change vs previous 13F -95 shares

    0.02% of the 13F portfolio, value $782,000.

    13F-HR 0001737089-26-000006 filed by CX Institutional
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,114 shares
    Change vs previous 13F +4,708 shares

    0.02% of the 13F portfolio, value $764,000.

    13F-HR 0001737089-26-000004 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 5,406 shares
    Change vs previous 13F -917 shares

    0.01% of the 13F portfolio, value $477,000.

    13F-HR 0001737089-26-000003 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 6,323 shares
    Change vs previous 13F -450 shares

    0.02% of the 13F portfolio, value $513,000.

    13F-HR 0001737089-26-000001 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 6,773 shares
    Change vs previous 13F +5,059 shares

    0.01% of the 13F portfolio, value $493,000.

    13F-HR 0001737089-25-000011 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F/A 1,714 shares
    Change vs previous 13F -7,834 shares

    <0.01% of the 13F portfolio, value $107,000.

    13F-HR/A 0001737089-25-000007 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 9,548 shares
    Change vs previous 13F -3,584 shares

    0.02% of the 13F portfolio, value $563,000.

    13F-HR 0001737089-25-000005 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 13,132 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $650,165.

    13F-HR 0001737089-25-000001 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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