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Disclosery

Heck Capital Advisors, LLC: IAU position timeline

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

Heck Capital Advisors, LLC held 45,674 IAU shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 45,674 shares
    Change vs previous 13F -713 shares

    0.2% of the 13F portfolio, value $3,567,140.

    13F-HR 0002085853-26-001187 filed by Heck Capital Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 46,387 shares
    Change vs previous 13F -18,711 shares

    0.21% of the 13F portfolio, value $3,502,683.

    13F-HR 0002085853-26-000687 filed by Heck Capital Advisors, 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 65,098 shares
    Change vs previous 13F +13,785 shares

    0.43% of the 13F portfolio, value $5,739,040.

    13F-HR 0002085853-26-000390 filed by Heck Capital Advisors, 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 51,313 shares
    Change vs previous 13F -58,025 shares

    0.31% of the 13F portfolio, value $4,165,077.

    13F-HR 0002085853-26-000049 filed by Heck Capital Advisors, 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 109,338 shares
    Change vs previous 13F +27,740 shares

    0.62% of the 13F portfolio, value $7,956,527.

    13F-HR 0002085853-25-000150 filed by Heck Capital Advisors, 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 81,598 shares
    Change vs previous 13F +81,598 shares

    0.44% of the 13F portfolio, value $5,088,452.

    13F-HR 0001667731-25-000926 filed by Heck Capital Advisors, 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/A 0 shares
    Change vs previous 13F not available

    13F-HR/A 0001140361-25-018641 filed by Heck Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.