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Disclosery

Davies Financial Advisors, Inc.: IAU position timeline

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

Davies Financial Advisors, Inc. held 0 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -7,797 shares

    13F-HR 0002020296-26-000003 filed by Davies Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 7,797 shares
    Change vs previous 13F -17,922 shares

    6.3% of the 13F portfolio, value $687,384.

    13F-HR 0002020296-26-000002 filed by Davies Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 25,719 shares
    Change vs previous 13F -48,312 shares

    3.86% of the 13F portfolio, value $2,087,611.

    13F-HR 0002020296-26-000001 filed by Davies Financial Advisors, Inc.
    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 74,031 shares
    Change vs previous 13F -11,472 shares

    4.37% of the 13F portfolio, value $5,387,200.

    13F-HR 0002020296-25-000002 filed by Davies Financial Advisors, Inc.
    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 85,503 shares
    Change vs previous 13F -2,527 shares

    4.14% of the 13F portfolio, value $5,331,936.

    13F-HR 0001085146-25-004719 filed by Davies Financial Advisors, Inc.
    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 88,030 shares
    Change vs previous 13F +2,325 shares

    4.42% of the 13F portfolio, value $5,190,219.

    13F-HR 0001085146-25-002221 filed by Davies Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 85,705 shares
    Change vs previous 13F not available

    3.61% of the 13F portfolio, value $4,243,230.

    13F-HR 0001085146-25-000296 filed by Davies Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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