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Disclosery

Invst, LLC: IAU position timeline

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

Invst, LLC held 26,590 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,590 shares
    Change vs previous 13F +5,489 shares

    0.2% of the 13F portfolio, value $2,007,811.

    13F-HR 0001867587-26-000005 filed by Invst, 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 21,101 shares
    Change vs previous 13F -36,335 shares

    0.21% of the 13F portfolio, value $1,860,264.

    13F-HR 0001867587-26-000004 filed by Invst, 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 57,436 shares
    Change vs previous 13F -8,053 shares

    0.51% of the 13F portfolio, value $4,662,080.

    13F-HR 0001867587-26-000002 filed by Invst, 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 65,489 shares
    Change vs previous 13F +22,851 shares

    0.54% of the 13F portfolio, value $4,765,635.

    13F-HR 0001867587-26-000001 filed by Invst, 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 42,638 shares
    Change vs previous 13F -13,154 shares

    0.33% of the 13F portfolio, value $2,658,906.

    13F-HR 0001867587-25-000005 filed by Invst, 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 55,792 shares
    Change vs previous 13F +5,418 shares

    0.45% of the 13F portfolio, value $3,289,496.

    13F-HR 0001867587-25-000003 filed by Invst, 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 50,374 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,494,017.

    13F-HR 0001867587-25-000002 filed by Invst, LLC
    Filed (acceptance time not in the bulk data set), ingested

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