Skip to content
Disclosery

Montis Financial, LLC: IAU position timeline

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

Montis Financial, LLC held 24,339 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,339 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $1,837,838.

    13F-HR 0001844314-26-000004 filed by Montis Financial, 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 24,339 shares
    Change vs previous 13F -39 shares

    0.44% of the 13F portfolio, value $2,145,726.

    13F-HR 0001844314-26-000003 filed by Montis Financial, 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 24,378 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $1,978,762.

    13F-HR 0001844314-26-000001 filed by Montis Financial, 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 24,378 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $1,773,987.

    13F-HR 0001844314-25-000008 filed by Montis Financial, 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 24,378 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $1,520,212.

    13F-HR 0001844314-25-000004 filed by Montis Financial, 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 24,378 shares
    Change vs previous 13F -146 shares

    0.42% of the 13F portfolio, value $1,437,327.

    13F-HR 0001844314-25-000003 filed by Montis Financial, 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 24,524 shares
    Change vs previous 13F -481 shares

    0.38% of the 13F portfolio, value $1,214,183.

    13F-HR 0001844314-25-000001 filed by Montis Financial, 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 25,005 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,242,749.

    13F-HR 0001844314-24-000002 filed by Montis Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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