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OneDigital Investment Advisors LLC: IAU position timeline

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

OneDigital Investment Advisors LLC held 877,484 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 877,484 shares
    Change vs previous 13F +33,638 shares

    0.56% of the 13F portfolio, value $66,258,820.

    13F-HR 0001690370-26-000005 filed by OneDigital Investment 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 843,846 shares
    Change vs previous 13F -514,687 shares

    0.73% of the 13F portfolio, value $74,393,438.

    13F-HR 0001690370-26-000004 filed by OneDigital Investment 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 1,358,533 shares
    Change vs previous 13F -3,885 shares

    1.08% of the 13F portfolio, value $110,272,145.

    13F-HR 0001690370-26-000003 filed by OneDigital Investment 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 1,362,418 shares
    Change vs previous 13F +232,740 shares

    1.02% of the 13F portfolio, value $99,143,177.

    13F-HR 0001690370-25-000007 filed by OneDigital Investment 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 1,129,678 shares
    Change vs previous 13F -102,635 shares

    0.78% of the 13F portfolio, value $70,446,700.

    13F-HR 0001690370-25-000005 filed by OneDigital Investment 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 1,232,313 shares
    Change vs previous 13F +395,888 shares

    0.86% of the 13F portfolio, value $72,657,200.

    13F-HR 0001690370-25-000004 filed by OneDigital Investment 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 836,425 shares
    Change vs previous 13F +348,963 shares

    0.48% of the 13F portfolio, value $41,411,402.

    13F-HR 0001690370-25-000001 filed by OneDigital Investment 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 487,462 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $24,226,861.

    13F-HR 0001690370-24-000005 filed by OneDigital Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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