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Fermata Advisors, LLC: IAU position timeline

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

Fermata Advisors, LLC held 74,473 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,473 shares
    Change vs previous 13F +2,666 shares

    1.14% of the 13F portfolio, value $5,623,456.

    13F-HR 0001859259-26-000003 filed by Fermata 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 71,807 shares
    Change vs previous 13F -10,556 shares

    1.43% of the 13F portfolio, value $6,330,505.

    13F-HR 0001859259-26-000002 filed by Fermata 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 82,363 shares
    Change vs previous 13F -3,187 shares

    1.6% of the 13F portfolio, value $6,685,405.

    13F-HR 0001859259-26-000001 filed by Fermata 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 85,550 shares
    Change vs previous 13F -3,263 shares

    1.58% of the 13F portfolio, value $6,225,474.

    13F-HR 0001085146-25-005870 filed by Fermata Advisors, 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 88,813 shares
    Change vs previous 13F -12,158 shares

    1.48% of the 13F portfolio, value $5,538,379.

    13F-HR 0001085146-25-003629 filed by Fermata Advisors, 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 100,971 shares
    Change vs previous 13F -6,575 shares

    1.08% of the 13F portfolio, value $5,953,250.

    13F-HR 0001085146-25-002025 filed by Fermata Advisors, 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 107,546 shares
    Change vs previous 13F -33,725 shares

    0.99% of the 13F portfolio, value $5,324,602.

    13F-HR 0001085146-25-000208 filed by Fermata Advisors, 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 141,271 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $7,021,169.

    13F-HR 0001085146-24-004755 filed by Fermata Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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