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FORBES J M & CO LLP: IAU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FORBES J M & CO LLP on IAU, newest first. How the timeline and the estimate are built.

FORBES J M & CO LLP held 911,672 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 911,672 shares
    Change vs previous 13F -7,129 shares

    5.41% of the 13F portfolio, value $68,840,353.

    13F-HR 0001140361-26-028924 filed by FORBES J M & CO LLP
    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 918,801 shares
    Change vs previous 13F -264,360 shares

    6.85% of the 13F portfolio, value $81,001,496.

    13F-HR 0001140361-26-015061 filed by FORBES J M & CO LLP
    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 1,183,161 shares
    Change vs previous 13F +5,743 shares

    7.78% of the 13F portfolio, value $96,037,178.

    13F-HR 0001140361-26-001778 filed by FORBES J M & CO LLP
    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 1,177,418 shares
    Change vs previous 13F +9,777 shares

    7.12% of the 13F portfolio, value $85,680,708.

    13F-HR 0001140361-25-039557 filed by FORBES J M & CO LLP
    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 1,167,641 shares
    Change vs previous 13F -279,759 shares

    6.66% of the 13F portfolio, value $72,814,093.

    13F-HR 0001140361-25-026328 filed by FORBES J M & CO LLP
    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 1,447,400 shares
    Change vs previous 13F +51,814 shares

    8.27% of the 13F portfolio, value $85,338,704.

    13F-HR 0001140361-25-017471 filed by FORBES J M & CO LLP
    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 1,395,586 shares
    Change vs previous 13F +11,375 shares

    6.65% of the 13F portfolio, value $69,095,463.

    13F-HR 0001140361-25-002162 filed by FORBES J M & CO LLP
    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 1,384,211 shares
    Change vs previous 13F not available

    6.72% of the 13F portfolio, value $68,795,287.

    13F-HR 0001140361-24-044093 filed by FORBES J M & CO LLP
    Filed (acceptance time not in the bulk data set), ingested

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