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Per Stirling Capital Management, LLC.: IAU position timeline

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

Per Stirling Capital Management, LLC. held 4,908 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,908 shares
    Change vs previous 13F -55,692 shares

    0.04% of the 13F portfolio, value $370,576.

    13F-HR 0001689933-26-000005 filed by Per Stirling Capital Management, 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 60,600 shares
    Change vs previous 13F -6,000 shares

    0.59% of the 13F portfolio, value $5,342,508.

    13F-HR 0001689933-26-000003 filed by Per Stirling Capital Management, 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 66,600 shares
    Change vs previous 13F -243 shares

    0.61% of the 13F portfolio, value $5,405,925.

    13F-HR 0001689933-26-000001 filed by Per Stirling Capital Management, 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 66,843 shares
    Change vs previous 13F +1,297 shares

    0.58% of the 13F portfolio, value $4,864,132.

    13F-HR 0001689933-25-000006 filed by Per Stirling Capital Management, 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 65,546 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $4,087,449.

    13F-HR 0001689933-25-000004 filed by Per Stirling Capital Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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