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Disclosery

JNBA Financial Advisors: IAU position timeline

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

JNBA Financial Advisors held 128,823 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 128,823 shares
    Change vs previous 13F -1,926 shares

    0.74% of the 13F portfolio, value $9,727,403.

    13F-HR 0001569118-26-000005 filed by JNBA Financial 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 130,749 shares
    Change vs previous 13F -11,965 shares

    0.96% of the 13F portfolio, value $11,526,807.

    13F-HR 0001569118-26-000003 filed by JNBA Financial 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 142,714 shares
    Change vs previous 13F -4,067 shares

    1.01% of the 13F portfolio, value $11,584,072.

    13F-HR 0001569118-26-000001 filed by JNBA Financial 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 146,781 shares
    Change vs previous 13F -4,644 shares

    0.97% of the 13F portfolio, value $10,681,233.

    13F-HR 0001569118-25-000009 filed by JNBA Financial 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 151,425 shares
    Change vs previous 13F -8,627 shares

    0.91% of the 13F portfolio, value $9,442,845.

    13F-HR 0001569118-25-000007 filed by JNBA Financial Advisors
    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 160,052 shares
    Change vs previous 13F -5,947 shares

    0.98% of the 13F portfolio, value $9,436,649.

    13F-HR 0001569118-25-000006 filed by JNBA Financial Advisors
    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 165,999 shares
    Change vs previous 13F -3,860 shares

    0.84% of the 13F portfolio, value $8,218,597.

    13F-HR 0001569118-25-000001 filed by JNBA Financial Advisors
    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 169,859 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $8,441,978.

    13F-HR 0001569118-24-000005 filed by JNBA Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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