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Plum Street Advisors, LLC: IAU position timeline

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

Plum Street Advisors, LLC held 106,103 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 106,103 shares
    Change vs previous 13F -2,178 shares

    2.56% of the 13F portfolio, value $8,011,838.

    13F-HR 0002068236-26-000003 filed by Plum Street 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 108,281 shares
    Change vs previous 13F -5,646 shares

    3.31% of the 13F portfolio, value $9,546,053.

    13F-HR 0002068236-26-000002 filed by Plum Street 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 113,927 shares
    Change vs previous 13F -5,366 shares

    3.29% of the 13F portfolio, value $9,247,455.

    13F-HR 0002068236-26-000001 filed by Plum Street 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 119,293 shares
    Change vs previous 13F -2,895 shares

    3.35% of the 13F portfolio, value $8,680,952.

    13F-HR 0002068236-25-000008 filed by Plum Street 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 122,188 shares
    Change vs previous 13F -14,008 shares

    3.36% of the 13F portfolio, value $7,619,644.

    13F-HR 0002068236-25-000007 filed by Plum Street 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 136,196 shares
    Change vs previous 13F -20,802 shares

    3.87% of the 13F portfolio, value $8,030,116.

    13F-HR 0002068236-25-000006 filed by Plum Street 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 156,998 shares
    Change vs previous 13F -5,154 shares

    3.84% of the 13F portfolio, value $7,772,971.

    13F-HR 0002068236-25-000005 filed by Plum Street 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 162,152 shares
    Change vs previous 13F not available

    4.08% of the 13F portfolio, value $8,058,954.

    13F-HR 0002068236-25-000004 filed by Plum Street Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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