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MAINSTAY CAPITAL MANAGEMENT LLC /ADV: IAU position timeline

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

MAINSTAY CAPITAL MANAGEMENT LLC /ADV held 807,662 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 807,662 shares
    Change vs previous 13F -682,621 shares

    4.51% of the 13F portfolio, value $60,986,558.

    13F-HR 0001127612-26-000005 filed by MAINSTAY CAPITAL MANAGEMENT LLC /ADV
    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 1,490,283 shares
    Change vs previous 13F +36,818 shares

    10.13% of the 13F portfolio, value $131,383,349.

    13F-HR 0001127612-26-000003 filed by MAINSTAY CAPITAL MANAGEMENT LLC /ADV
    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 1,453,465 shares
    Change vs previous 13F +701,697 shares

    9.04% of the 13F portfolio, value $117,977,753.

    13F-HR 0001127612-26-000002 filed by MAINSTAY CAPITAL MANAGEMENT LLC /ADV
    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 751,768 shares
    Change vs previous 13F -577,375 shares

    5.48% of the 13F portfolio, value $54,706,157.

    13F-HR 0001127612-25-000003 filed by MAINSTAY CAPITAL MANAGEMENT LLC /ADV
    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 1,329,143 shares
    Change vs previous 13F +1,318,237 shares

    4.09% of the 13F portfolio, value $82,885,358.

    13F-HR 0001085146-25-004134 filed by MAINSTAY CAPITAL MANAGEMENT LLC /ADV
    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 10,906 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $643,017.

    13F-HR 0001085146-25-002600 filed by MAINSTAY CAPITAL MANAGEMENT LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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