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OKABENA INVESTMENT SERVICES INC: IAU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OKABENA INVESTMENT SERVICES INC on IAU, newest first. How the timeline and the estimate are built.

OKABENA INVESTMENT SERVICES INC held 99,913 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 99,913 shares
    Change vs previous 13F -99 shares

    1.35% of the 13F portfolio, value $7,544,431.

    13F-HR 0001157519-26-000003 filed by OKABENA INVESTMENT SERVICES INC
    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 100,012 shares
    Change vs previous 13F -86,448 shares

    1.7% of the 13F portfolio, value $8,817,058.

    13F-HR 0000897101-26-000173 filed by OKABENA INVESTMENT SERVICES INC
    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 186,460 shares
    Change vs previous 13F -542 shares

    2.89% of the 13F portfolio, value $15,134,958.

    13F-HR 0000897101-26-000047 filed by OKABENA INVESTMENT SERVICES INC
    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 187,002 shares
    Change vs previous 13F -588 shares

    2.64% of the 13F portfolio, value $13,608,136.

    13F-HR 0000897101-25-000603 filed by OKABENA INVESTMENT SERVICES INC
    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 187,590 shares
    Change vs previous 13F -361 shares

    2.6% of the 13F portfolio, value $11,698,112.

    13F-HR 0000897101-25-000466 filed by OKABENA INVESTMENT SERVICES INC
    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 187,951 shares
    Change vs previous 13F -2,490 shares

    2.79% of the 13F portfolio, value $11,081,591.

    13F-HR 0000897101-25-000252 filed by OKABENA INVESTMENT SERVICES INC
    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 190,441 shares
    Change vs previous 13F +989 shares

    2.62% of the 13F portfolio, value $9,428,734.

    13F-HR 0000897101-25-000093 filed by OKABENA INVESTMENT SERVICES INC
    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 189,452 shares
    Change vs previous 13F not available

    2.66% of the 13F portfolio, value $9,415,764.

    13F-HR 0000897101-24-000561 filed by OKABENA INVESTMENT SERVICES INC
    Filed (acceptance time not in the bulk data set), ingested

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