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Disclosery

IBEX WEALTH ADVISORS: IAU position timeline

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

IBEX WEALTH ADVISORS held 15,013 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,013 shares
    Change vs previous 13F -1,630 shares

    0.09% of the 13F portfolio, value $1,133,632.

    13F-HR 0001686242-26-000003 filed by IBEX WEALTH ADVISORS
    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 16,643 shares
    Change vs previous 13F -1,716 shares

    0.14% of the 13F portfolio, value $1,467,248.

    13F-HR 0001686242-26-000002 filed by IBEX WEALTH ADVISORS
    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 18,359 shares
    Change vs previous 13F +656 shares

    0.15% of the 13F portfolio, value $1,490,200.

    13F-HR 0001686242-26-000001 filed by IBEX WEALTH ADVISORS
    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 17,703 shares
    Change vs previous 13F -80 shares

    0.12% of the 13F portfolio, value $1,288,248.

    13F-HR 0001686242-25-000007 filed by IBEX WEALTH ADVISORS
    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 17,783 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,108,948.

    13F-HR 0001686242-25-000004 filed by IBEX WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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