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Hoxton Planning & Management, LLC: IAU position timeline

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

Hoxton Planning & Management, LLC held 10,585 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,585 shares
    Change vs previous 13F +1,799 shares

    0.21% of the 13F portfolio, value $799,268.

    13F-HR 0001954782-26-000007 filed by Hoxton Planning & 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 8,786 shares
    Change vs previous 13F -13,268 shares

    0.23% of the 13F portfolio, value $774,574.

    13F-HR 0001954782-26-000002 filed by Hoxton Planning & 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 22,054 shares
    Change vs previous 13F -1,368 shares

    0.54% of the 13F portfolio, value $1,790,123.

    13F-HR 0001954782-26-000001 filed by Hoxton Planning & 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 23,422 shares
    Change vs previous 13F +8,959 shares

    0.55% of the 13F portfolio, value $1,704,419.

    13F-HR 0001954782-25-000009 filed by Hoxton Planning & 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 14,463 shares
    Change vs previous 13F -6,432 shares

    0.31% of the 13F portfolio, value $901,913.

    13F-HR 0001954782-25-000006 filed by Hoxton Planning & 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 20,895 shares
    Change vs previous 13F +9,880 shares

    0.47% of the 13F portfolio, value $1,231,969.

    13F-HR 0001954782-25-000005 filed by Hoxton Planning & 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 11,015 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $545,353.

    13F-HR 0001954782-25-000008 filed by Hoxton Planning & Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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