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Disciplined Investors, L.L.C.: IAU position timeline

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

Disciplined Investors, L.L.C. held 11,932 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,932 shares
    Change vs previous 13F +2,157 shares

    0.45% of the 13F portfolio, value $900,985.

    13F-HR 0001951757-26-001221 filed by Disciplined Investors, L.L.C.
    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 9,775 shares
    Change vs previous 13F +1,175 shares

    0.51% of the 13F portfolio, value $861,764.

    13F-HR 0001951757-26-000828 filed by Disciplined Investors, L.L.C.
    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 8,600 shares
    Change vs previous 13F +420 shares

    0.46% of the 13F portfolio, value $698,062.

    13F-HR 0001951757-26-000409 filed by Disciplined Investors, L.L.C.
    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 8,180 shares
    Change vs previous 13F +150 shares

    0.42% of the 13F portfolio, value $595,259.

    13F-HR 0001951757-25-001434 filed by Disciplined Investors, L.L.C.
    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 8,030 shares
    Change vs previous 13F +80 shares

    0.39% of the 13F portfolio, value $500,751.

    13F-HR 0001951757-25-001042 filed by Disciplined Investors, L.L.C.
    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 7,950 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $468,732.

    13F-HR 0001951757-25-000535 filed by Disciplined Investors, L.L.C.
    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 7,950 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $399,488.

    13F-HR 0001951757-25-000247 filed by Disciplined Investors, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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