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Disclosery

MBA Advisors LLC: IAU position timeline

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

MBA Advisors LLC held 131,576 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 131,576 shares
    Change vs previous 13F +9,846 shares

    3.38% of the 13F portfolio, value $9,935,304.

    13F-HR 0001848704-26-000003 filed by MBA Advisors 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 121,730 shares
    Change vs previous 13F -1,226 shares

    4.12% of the 13F portfolio, value $10,731,717.

    13F-HR 0001848704-26-000002 filed by MBA Advisors 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 122,956 shares
    Change vs previous 13F +2,578 shares

    4.02% of the 13F portfolio, value $9,980,339.

    13F-HR 0001848704-26-000001 filed by MBA Advisors 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 120,378 shares
    Change vs previous 13F +8,019 shares

    3.74% of the 13F portfolio, value $8,759,907.

    13F-HR 0001848704-25-000002 filed by MBA Advisors 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 112,359 shares
    Change vs previous 13F -27,079 shares

    3.23% of the 13F portfolio, value $7,006,707.

    13F-HR 0001085146-25-003959 filed by MBA Advisors 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 139,438 shares
    Change vs previous 13F -1,093 shares

    4.07% of the 13F portfolio, value $8,221,264.

    13F-HR 0001085146-25-002414 filed by MBA Advisors 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 140,531 shares
    Change vs previous 13F +6,649 shares

    3.53% of the 13F portfolio, value $6,957,690.

    13F-HR 0001085146-25-000583 filed by MBA Advisors 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 133,882 shares
    Change vs previous 13F not available

    3.19% of the 13F portfolio, value $6,653,935.

    13F-HR 0001085146-24-005131 filed by MBA Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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