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Highland Financial Advisors, LLC: IAU position timeline

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

Highland Financial Advisors, LLC held 123,538 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 123,538 shares
    Change vs previous 13F -9,934 shares

    2.05% of the 13F portfolio, value $9,328,354.

    13F-HR 0002063364-26-000184 filed by Highland Financial 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 133,472 shares
    Change vs previous 13F +9,687 shares

    3.11% of the 13F portfolio, value $11,766,892.

    13F-HR 0002063364-26-000113 filed by Highland Financial 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 123,785 shares
    Change vs previous 13F -215 shares

    2.79% of the 13F portfolio, value $10,047,628.

    13F-HR 0002063364-26-000024 filed by Highland Financial 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 124,000 shares
    Change vs previous 13F +2,464 shares

    2.59% of the 13F portfolio, value $9,023,480.

    13F-HR 0002063364-25-000254 filed by Highland Financial 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 121,536 shares
    Change vs previous 13F -10,737 shares

    2.43% of the 13F portfolio, value $7,578,985.

    13F-HR 0002063364-25-000133 filed by Highland Financial 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 132,273 shares
    Change vs previous 13F -10,648 shares

    2.79% of the 13F portfolio, value $7,798,816.

    13F-HR 0002063364-25-000011 filed by Highland Financial 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 142,921 shares
    Change vs previous 13F -4,765 shares

    2.45% of the 13F portfolio, value $7,076,000.

    13F-HR 0001939237-25-000002 filed by Highland Financial Advisors, LLC
    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 147,686 shares
    Change vs previous 13F not available

    2.61% of the 13F portfolio, value $7,340,000.

    13F-HR 0001939237-24-000012 filed by Highland Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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