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Independent Advisor Alliance: IAU position timeline

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

Independent Advisor Alliance held 67,033 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,033 shares
    Change vs previous 13F +3,297 shares

    0.12% of the 13F portfolio, value $5,061,751.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    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 63,736 shares
    Change vs previous 13F -38,119 shares

    0.06% of the 13F portfolio, value $5,618,990.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    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 101,855 shares
    Change vs previous 13F +25,147 shares

    0.2% of the 13F portfolio, value $8,267,625.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    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 76,708 shares
    Change vs previous 13F +53,374 shares

    0.15% of the 13F portfolio, value $5,582,088.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    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 23,334 shares
    Change vs previous 13F +5,046 shares

    0.04% of the 13F portfolio, value $1,455,102.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    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 18,288 shares
    Change vs previous 13F +985 shares

    0.04% of the 13F portfolio, value $1,078,260.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    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 17,303 shares
    Change vs previous 13F +2,968 shares

    0.01% of the 13F portfolio, value $856,674.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    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 14,335 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $712,450.

    13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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