Skip to content
Disclosery

D. SCOTT NEAL, INC.: IAU position timeline

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

D. SCOTT NEAL, INC. held 67,117 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 67,117 shares
    Change vs previous 13F -6,232 shares

    2.26% of the 13F portfolio, value $4,884,105.

    13F-HR 0001596920-25-000008 filed by D. SCOTT NEAL, INC.
    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 73,349 shares
    Change vs previous 13F -413 shares

    2.28% of the 13F portfolio, value $4,574,044.

    13F-HR 0001596920-25-000006 filed by D. SCOTT NEAL, INC.
    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 73,762 shares
    Change vs previous 13F +3,867 shares

    2.41% of the 13F portfolio, value $4,349,009.

    13F-HR 0001596920-25-000003 filed by D. SCOTT NEAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 69,895 shares
    Change vs previous 13F -763 shares

    1.9% of the 13F portfolio, value $3,460,502.

    13F-HR 0001596920-25-000001 filed by D. SCOTT NEAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 70,658 shares
    Change vs previous 13F +26,776 shares

    1.86% of the 13F portfolio, value $3,511,703.

    13F-HR 0001596920-24-000006 filed by D. SCOTT NEAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 43,882 shares
    Change vs previous 13F -367 shares

    1.07% of the 13F portfolio, value $1,927,737.

    13F-HR 0001596920-24-000004 filed by D. SCOTT NEAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 44,249 shares
    Change vs previous 13F +3,466 shares

    1.22% of the 13F portfolio, value $1,858,901.

    13F-HR 0001596920-24-000003 filed by D. SCOTT NEAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 40,783 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $1,591,761.

    13F-HR 0001596920-24-000001 filed by D. SCOTT NEAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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