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Disclosery

Independent Family Office, LLC: IAU position timeline

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

Independent Family Office, LLC held 375,916 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 375,916 shares
    Change vs previous 13F +2,271 shares

    11.4% of the 13F portfolio, value $28,385,417.

    13F-HR 0001951757-26-001227 filed by Independent Family Office, 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 373,645 shares
    Change vs previous 13F -13,238 shares

    13.56% of the 13F portfolio, value $32,940,543.

    13F-HR 0001951757-26-000873 filed by Independent Family Office, 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 386,883 shares
    Change vs previous 13F -5,231 shares

    13.11% of the 13F portfolio, value $31,403,293.

    13F-HR 0001951757-26-000462 filed by Independent Family Office, 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 392,114 shares
    Change vs previous 13F -8,793 shares

    12.07% of the 13F portfolio, value $28,534,136.

    13F-HR 0001951757-25-001422 filed by Independent Family Office, 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 400,907 shares
    Change vs previous 13F -16,525 shares

    11.59% of the 13F portfolio, value $25,000,561.

    13F-HR 0001951757-25-001072 filed by Independent Family Office, 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 417,432 shares
    Change vs previous 13F -1,925 shares

    12.94% of the 13F portfolio, value $24,611,791.

    13F-HR 0001951757-25-000549 filed by Independent Family Office, 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 419,357 shares
    Change vs previous 13F -6,500 shares

    10.79% of the 13F portfolio, value $20,762,365.

    13F-HR 0001951757-25-000227 filed by Independent Family Office, 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 425,857 shares
    Change vs previous 13F not available

    10.62% of the 13F portfolio, value $21,155,271.

    13F-HR 0001951757-24-001205 filed by Independent Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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