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Disclosery

DAVENPORT & Co LLC: IAU position timeline

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

DAVENPORT & Co LLC held 17,505 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,505 shares
    Change vs previous 13F -10,499 shares

    0.01% of the 13F portfolio, value $1,321,803.

    13F-HR 0000887777-26-000016 filed by DAVENPORT & Co 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 28,004 shares
    Change vs previous 13F -46 shares

    0.01% of the 13F portfolio, value $2,468,833.

    13F-HR 0000887777-26-000010 filed by DAVENPORT & Co 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 28,050 shares
    Change vs previous 13F -534 shares

    0.01% of the 13F portfolio, value $2,276,819.

    13F-HR 0000887777-26-000002 filed by DAVENPORT & Co 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 28,584 shares
    Change vs previous 13F +2,093 shares

    0.01% of the 13F portfolio, value $2,080,058.

    13F-HR 0000887777-25-000032 filed by DAVENPORT & Co 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 26,491 shares
    Change vs previous 13F +11,561 shares

    0.01% of the 13F portfolio, value $1,651,979.

    13F-HR 0001085146-25-004036 filed by DAVENPORT & Co 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 14,930 shares
    Change vs previous 13F +2,502 shares

    0.01% of the 13F portfolio, value $880,273.

    13F-HR 0001085146-25-002387 filed by DAVENPORT & Co 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 12,428 shares
    Change vs previous 13F +1,864 shares

    <0.01% of the 13F portfolio, value $615,310.

    13F-HR 0001085146-25-000466 filed by DAVENPORT & Co 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 10,564 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $525,031.

    13F-HR 0001085146-24-005117 filed by DAVENPORT & Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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