Skip to content
Disclosery

Helium Advisors LLC: IAU position timeline

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

Helium Advisors LLC held 5,630 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,630 shares
    Change vs previous 13F +587 shares

    0.35% of the 13F portfolio, value $425,121.

    13F-HR 0002056653-26-000004 filed by Helium Advisors 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 5,043 shares
    Change vs previous 13F -2 shares

    0.42% of the 13F portfolio, value $444,591.

    13F-HR 0002056653-26-000003 filed by Helium 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 ended2025-12-31
    13F 5,045 shares
    Change vs previous 13F -4,895 shares

    0.41% of the 13F portfolio, value $409,503.

    13F-HR 0002056653-26-000001 filed by Helium 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 ended2025-09-30
    13F 9,940 shares
    Change vs previous 13F 0 shares

    0.6% of the 13F portfolio, value $723,334.

    13F-HR 0002056653-25-000005 filed by Helium 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 ended2025-06-30
    13F 9,940 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $619,858.

    13F-HR 0002056653-25-000002 filed by Helium 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 ended2025-03-31
    13F 9,940 shares
    Change vs previous 13F +955 shares

    0.43% of the 13F portfolio, value $586,062.

    13F-HR 0001510940-25-000001 filed by Helium 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 8,985 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $444,847.

    13F-HR 0002056653-25-000001 filed by Helium Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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