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Davis Wealth Advisors, LLC: IAU position timeline

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

Davis Wealth Advisors, LLC held 22,220 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,220 shares
    Change vs previous 13F -4,628 shares

    1.3% of the 13F portfolio, value $1,677,873.

    13F-HR 0001214659-26-010181 filed by Davis Wealth Advisors, 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 26,848 shares
    Change vs previous 13F -8,524 shares

    1.97% of the 13F portfolio, value $2,366,962.

    13F-HR 0001214659-26-006214 filed by Davis Wealth Advisors, 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 35,372 shares
    Change vs previous 13F +7,512 shares

    2.39% of the 13F portfolio, value $2,871,145.

    13F-HR 0001214659-26-001926 filed by Davis Wealth Advisors, 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 27,860 shares
    Change vs previous 13F +12,676 shares

    1.82% of the 13F portfolio, value $2,027,368.

    13F-HR 0001214659-26-011275 filed by Davis Wealth Advisors, LLC
    Accepted , ingested

  5. period ended2025-06-30
    13F 15,184 shares
    Change vs previous 13F -282 shares

    1.01% of the 13F portfolio, value $946,875.

    13F-HR 0001214659-26-011672 filed by Davis Wealth Advisors, LLC
    Accepted , ingested

  6. period ended2025-03-31
    13F 15,466 shares
    Change vs previous 13F +8,770 shares

    1.03% of the 13F portfolio, value $911,876.

    13F-HR 0001214659-26-011670 filed by Davis Wealth Advisors, LLC
    Accepted , ingested

  7. period ended2024-12-31
    13F 6,696 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $331,525.

    13F-HR 0001214659-26-011668 filed by Davis Wealth Advisors, LLC
    Accepted , ingested