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Proficio Capital Partners LLC: IAU position timeline

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

Proficio Capital Partners LLC held 2,191,169 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,191,169 shares
    Change vs previous 13F +118,328 shares

    5.94% of the 13F portfolio, value $165,455,145.

    13F-HR 0001214659-26-010442 filed by Proficio Capital Partners 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 2,072,841 shares
    Change vs previous 13F -54,180 shares

    9.76% of the 13F portfolio, value $182,741,645.

    13F-HR 0001214659-26-006130 filed by Proficio Capital Partners 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 2,127,021 shares
    Change vs previous 13F -139,617 shares

    12.12% of the 13F portfolio, value $172,650,266.

    13F-HR 0001214659-26-001534 filed by Proficio Capital Partners 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/A 2,266,638 shares
    Change vs previous 13F +48,056 shares

    11.33% of the 13F portfolio, value $164,943,253.

    13F-HR/A 0001214659-25-016818 filed by Proficio Capital Partners 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 2,218,582 shares
    Change vs previous 13F -73,253 shares

    8.63% of the 13F portfolio, value $138,350,792.

    13F-HR 0001214659-25-011672 filed by Proficio Capital Partners 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 2,291,835 shares
    Change vs previous 13F +50,124 shares

    10.28% of the 13F portfolio, value $133,031,452.

    13F-HR 0001214659-25-007000 filed by Proficio Capital Partners 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/A 2,241,711 shares
    Change vs previous 13F +88,620 shares

    9% of the 13F portfolio, value $110,987,132.

    13F-HR/A 0001214659-25-002094 filed by Proficio Capital Partners 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 2,153,091 shares
    Change vs previous 13F not available

    10.64% of the 13F portfolio, value $107,008,609.

    13F-HR 0001214659-24-018255 filed by Proficio Capital Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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