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Disclosery

New Capital Management LP: IAU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of New Capital Management LP on IAU, newest first. How the timeline and the estimate are built.

New Capital Management LP held 47,193 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,193 shares
    Change vs previous 13F +2,904 shares

    0.81% of the 13F portfolio, value $3,563,512.

    13F-HR 0001696731-26-000003 filed by New Capital Management LP
    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 44,289 shares
    Change vs previous 13F +41,039 shares

    0.96% of the 13F portfolio, value $3,904,518.

    13F-HR 0001696731-26-000002 filed by New Capital Management LP
    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 3,250 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $263,803.

    13F-HR 0001696731-26-000001 filed by New Capital Management LP
    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 3,250 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $236,503.

    13F-HR 0001696731-25-000007 filed by New Capital Management LP
    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 3,250 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $202,670.

    13F-HR 0001696731-25-000006 filed by New Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

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