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Disclosery

IEQ CAPITAL, LLC: IAU position timeline

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

IEQ CAPITAL, LLC held 635,258 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 635,258 shares
    Change vs previous 13F -79,338 shares

    0.22% of the 13F portfolio, value $47,968,337.

    13F-HR 0001779789-26-000004 filed by IEQ CAPITAL, 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 714,596 shares
    Change vs previous 13F -98,014 shares

    0.29% of the 13F portfolio, value $62,998,801.

    13F-HR 0001779789-26-000002 filed by IEQ CAPITAL, 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 812,610 shares
    Change vs previous 13F +122,227 shares

    0.2% of the 13F portfolio, value $65,959,552.

    13F-HR 0001779789-26-000001 filed by IEQ CAPITAL, 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 690,383 shares
    Change vs previous 13F +82,210 shares

    0.15% of the 13F portfolio, value $50,239,171.

    13F-HR 0001779789-25-000003 filed by IEQ CAPITAL, 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 608,173 shares
    Change vs previous 13F -13,562 shares

    0.23% of the 13F portfolio, value $37,925,669.

    13F-HR 0001085146-25-005144 filed by IEQ CAPITAL, 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 621,735 shares
    Change vs previous 13F +533,821 shares

    0.29% of the 13F portfolio, value $36,657,495.

    13F-HR 0001085146-25-003156 filed by IEQ CAPITAL, 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 87,914 shares
    Change vs previous 13F -2,461 shares

    0.04% of the 13F portfolio, value $4,352,623.

    13F-HR 0001085146-25-000685 filed by IEQ CAPITAL, 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 90,375 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,491,637.

    13F-HR 0001085146-24-005723 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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