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Disclosery

Farrell Financial LLC: IAU position timeline

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

Farrell Financial LLC held 47,699 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,699 shares
    Change vs previous 13F -2,073 shares

    1.95% of the 13F portfolio, value $3,601,751.

    13F-HR 0001754960-26-000469 filed by Farrell Financial 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 49,772 shares
    Change vs previous 13F -539 shares

    2.62% of the 13F portfolio, value $4,387,900.

    13F-HR 0001754960-26-000217 filed by Farrell Financial 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 50,311 shares
    Change vs previous 13F +858 shares

    2.41% of the 13F portfolio, value $4,083,744.

    13F-HR 0001754960-26-000026 filed by Farrell Financial 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 49,453 shares
    Change vs previous 13F +247 shares

    2.26% of the 13F portfolio, value $3,598,695.

    13F-HR 0001754960-25-000697 filed by Farrell Financial 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 49,206 shares
    Change vs previous 13F +203 shares

    2.06% of the 13F portfolio, value $3,068,486.

    13F-HR 0001754960-25-000374 filed by Farrell Financial 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 49,003 shares
    Change vs previous 13F +151 shares

    2.1% of the 13F portfolio, value $2,889,217.

    13F-HR 0001754960-25-000203 filed by Farrell Financial 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 48,852 shares
    Change vs previous 13F +368 shares

    1.73% of the 13F portfolio, value $2,418,663.

    13F-HR 0001754960-25-000042 filed by Farrell Financial 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 48,484 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $2,458,139.

    13F-HR 0001754960-24-000558 filed by Farrell Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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