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Disclosery

Fiduciary Alliance LLC: IAU position timeline

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

Fiduciary Alliance LLC held 7,143 IAU shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,143 shares
    Change vs previous 13F -201 shares

    0.04% of the 13F portfolio, value $557,868.

    13F-HR 0001954805-26-000006 filed by Fiduciary Alliance LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,344 shares
    Change vs previous 13F -857 shares

    0.04% of the 13F portfolio, value $554,545.

    13F-HR 0001954805-26-000004 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 8,201 shares
    Change vs previous 13F +3,627 shares

    0.04% of the 13F portfolio, value $740,058.

    13F-HR 0001954805-26-000003 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 4,574 shares
    Change vs previous 13F -75 shares

    0.02% of the 13F portfolio, value $371,272.

    13F-HR 0001954805-26-000001 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 4,649 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $338,308.

    13F-HR 0001954805-25-000008 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 4,649 shares
    Change vs previous 13F +13 shares

    0.02% of the 13F portfolio, value $289,912.

    13F-HR 0001954805-25-000004 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 4,636 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $273,339.

    13F-HR 0001954805-25-000003 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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