Pettinga Financial Advisors LLC: IAU position timeline

Pettinga Financial Advisors LLC held 77,888 IAU shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 77,888 shares

   Change vs previous 13F +26,976 shares

   1% of the 13F portfolio, value $6,083,053.

   13F-HR 0001694592-26-000008 filed by Pettinga Financial Advisors LLC
   Accepted 2026-10-13 16:51:03 UTC, ingested 2026-10-13 16:52:13 UTC

2. period ended2026-06-30

   13F 50,912 shares

   Change vs previous 13F +789 shares

   0.62% of the 13F portfolio, value $3,844,366.

   13F-HR 0001694592-26-000005 filed by Pettinga Financial Advisors LLC
   Filed 2026-07-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 50,123 shares

   Change vs previous 13F -74,655 shares

   0.83% of the 13F portfolio, value $4,418,844.

   13F-HR 0001694592-26-000004 filed by Pettinga Financial Advisors LLC
   Filed 2026-04-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 124,778 shares

   Change vs previous 13F -5,717 shares

   1.92% of the 13F portfolio, value $10,128,231.

   13F-HR 0001694592-26-000003 filed by Pettinga Financial Advisors LLC
   Filed 2026-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 130,495 shares

   Change vs previous 13F +38,103 shares

   1.85% of the 13F portfolio, value $9,496,122.

   13F-HR 0001694592-25-000003 filed by Pettinga Financial Advisors LLC
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 92,392 shares

   Change vs previous 13F -3,458 shares

   1.26% of the 13F portfolio, value $5,761,566.

   13F-HR 0001085146-25-004206 filed by Pettinga Financial Advisors LLC
   Filed 2025-07-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 95,850 shares

   Change vs previous 13F +37,395 shares

   1.33% of the 13F portfolio, value $5,651,316.

   13F-HR 0001085146-25-002564 filed by Pettinga Financial Advisors LLC
   Filed 2025-05-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 58,455 shares

   Change vs previous 13F not available

   0.65% of the 13F portfolio, value $2,894,108.

   13F-HR 0001085146-25-001742 filed by Pettinga Financial Advisors LLC
   Filed 2025-02-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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