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OAK FAMILY ADVISORS, LLC: IAU position timeline

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

OAK FAMILY ADVISORS, LLC held 33,238 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 33,238 shares
    Change vs previous 13F +454 shares

    0.72% of the 13F portfolio, value $2,509,801.

    13F-HR 0001846161-26-000003 filed by OAK FAMILY 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 32,784 shares
    Change vs previous 13F +160 shares

    0.89% of the 13F portfolio, value $2,890,237.

    13F-HR 0001846161-26-000002 filed by OAK FAMILY 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 32,624 shares
    Change vs previous 13F -3,942 shares

    0.81% of the 13F portfolio, value $2,648,090.

    13F-HR 0001846161-26-000001 filed by OAK FAMILY 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 36,566 shares
    Change vs previous 13F +3,803 shares

    0.86% of the 13F portfolio, value $2,660,908.

    13F-HR 0001846161-25-000005 filed by OAK FAMILY 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 32,763 shares
    Change vs previous 13F -6,059 shares

    0.74% of the 13F portfolio, value $2,043,101.

    13F-HR 0001846161-25-000004 filed by OAK FAMILY 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 38,822 shares
    Change vs previous 13F +7,246 shares

    0.95% of the 13F portfolio, value $2,288,945.

    13F-HR 0001846161-25-000002 filed by OAK FAMILY 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 31,576 shares
    Change vs previous 13F -1,087 shares

    0.61% of the 13F portfolio, value $1,563,328.

    13F-HR 0001846161-25-000001 filed by OAK FAMILY 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 32,663 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $1,623,351.

    13F-HR 0001846161-24-000006 filed by OAK FAMILY ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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