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Legend Financial Advisors, Inc.: IAU position timeline

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

Legend Financial Advisors, Inc. held 176,990 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 176,990 shares
    Change vs previous 13F +1,331 shares

    7.59% of the 13F portfolio, value $13,364,499.

    13F-HR 0001781948-26-000003 filed by Legend Financial Advisors, Inc.
    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 175,659 shares
    Change vs previous 13F -18,897 shares

    9.98% of the 13F portfolio, value $15,486,078.

    13F-HR 0001781948-26-000002 filed by Legend Financial Advisors, Inc.
    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 194,556 shares
    Change vs previous 13F -23,486 shares

    9.56% of the 13F portfolio, value $15,792,093.

    13F-HR 0001781948-26-000001 filed by Legend Financial Advisors, Inc.
    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 218,042 shares
    Change vs previous 13F -1,019 shares

    9.73% of the 13F portfolio, value $15,866,901.

    13F-HR 0001781948-25-000006 filed by Legend Financial Advisors, Inc.
    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 219,061 shares
    Change vs previous 13F -19,989 shares

    9.08% of the 13F portfolio, value $13,660,621.

    13F-HR 0001781948-25-000004 filed by Legend Financial Advisors, Inc.
    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 239,050 shares
    Change vs previous 13F -30,403 shares

    10.35% of the 13F portfolio, value $14,094,365.

    13F-HR 0001781948-25-000003 filed by Legend Financial Advisors, Inc.
    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 269,453 shares
    Change vs previous 13F -8,762 shares

    9.41% of the 13F portfolio, value $13,340,598.

    13F-HR 0001781948-25-000001 filed by Legend Financial Advisors, Inc.
    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 278,215 shares
    Change vs previous 13F not available

    9.55% of the 13F portfolio, value $13,827,266.

    13F-HR 0001781948-24-000005 filed by Legend Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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