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Disclosery

FineMark National Bank & Trust: IAU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FineMark National Bank & Trust on IAU, newest first. How the timeline and the estimate are built.

FineMark National Bank & Trust held 123,571 IAU shares at 2025-12-31 per its 13F-HR filed 2026-02-12.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 123,571 shares
    Change vs previous 13F -4,264 shares

    0.31% of the 13F portfolio, value $10,030,258.

    13F-HR 0001537720-26-000002 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 127,835 shares
    Change vs previous 13F +10,409 shares

    0.3% of the 13F portfolio, value $9,302,552.

    13F-HR 0001537720-25-000015 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 117,426 shares
    Change vs previous 13F +335 shares

    0.25% of the 13F portfolio, value $7,322,685.

    13F-HR 0001537720-25-000011 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 117,091 shares
    Change vs previous 13F +6,300 shares

    0.25% of the 13F portfolio, value $6,903,685.

    13F-HR 0001537720-25-000008 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 110,791 shares
    Change vs previous 13F +6,360 shares

    0.19% of the 13F portfolio, value $5,485,261.

    13F-HR 0001537720-25-000002 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 104,431 shares
    Change vs previous 13F -422 shares

    0.18% of the 13F portfolio, value $5,190,220.

    13F-HR 0001537720-24-000010 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 104,853 shares
    Change vs previous 13F -5,831 shares

    0.17% of the 13F portfolio, value $4,606,191.

    13F-HR 0001537720-24-000006 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 110,684 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $4,649,834.

    13F-HR 0001537720-24-000004 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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