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Generation Capital Management LLC: IAU position timeline

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

Generation Capital Management LLC held 14,250 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 14,250 shares
    Change vs previous 13F -27,641 shares

    0.66% of the 13F portfolio, value $1,076,017.

    13F-HR 0001214659-26-010030 filed by Generation 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 41,891 shares
    Change vs previous 13F -3,969 shares

    2.7% of the 13F portfolio, value $3,693,111.

    13F-HR 0001214659-26-005813 filed by Generation 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 45,860 shares
    Change vs previous 13F +3,160 shares

    2.41% of the 13F portfolio, value $3,722,456.

    13F-HR 0001214659-26-001664 filed by Generation 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 42,700 shares
    Change vs previous 13F +432 shares

    2.25% of the 13F portfolio, value $3,107,279.

    13F-HR 0001214659-25-016064 filed by Generation 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 42,268 shares
    Change vs previous 13F -32,820 shares

    2.09% of the 13F portfolio, value $2,635,832.

    13F-HR 0001214659-25-011913 filed by Generation Capital Management 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 75,088 shares
    Change vs previous 13F +26,802 shares

    3.99% of the 13F portfolio, value $4,427,188.

    13F-HR 0001214659-25-007236 filed by Generation Capital Management 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 48,286 shares
    Change vs previous 13F not available

    2.05% of the 13F portfolio, value $2,390,640.

    13F-HR 0001214659-25-002527 filed by Generation Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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