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Disclosery

Fortis Capital Management LLC: IAU position timeline

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

Fortis Capital Management LLC held 4,288 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,288 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $323,787.

    13F-HR 0001398344-26-014252 filed by Fortis Capital Management 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 4,288 shares
    Change vs previous 13F -540 shares

    0.05% of the 13F portfolio, value $378,031.

    13F-HR 0001398344-26-008947 filed by Fortis Capital Management 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 4,828 shares
    Change vs previous 13F -187 shares

    0.05% of the 13F portfolio, value $391,889.

    13F-HR 0001398344-26-003165 filed by Fortis Capital Management 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 5,015 shares
    Change vs previous 13F +49 shares

    0.05% of the 13F portfolio, value $364,942.

    13F-HR 0001398344-25-020599 filed by Fortis Capital Management 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 4,966 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $309,680.

    13F-HR 0001398344-25-015085 filed by Fortis Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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