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Disclosery

REBALANCE, LLC: IAU position timeline

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

REBALANCE, LLC held 15,137 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,137 shares
    Change vs previous 13F +428 shares

    0.06% of the 13F portfolio, value $1,142,975.

    13F-HR 0001811052-26-000007 filed by REBALANCE, 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 14,709 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $1,296,723.

    13F-HR 0001811052-26-000006 filed by REBALANCE, 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 14,709 shares
    Change vs previous 13F +3,155 shares

    0.07% of the 13F portfolio, value $1,193,909.

    13F-HR 0001811052-26-000002 filed by REBALANCE, 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 11,554 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $840,797.

    13F-HR 0001811052-25-000007 filed by REBALANCE, LLC
    Filed (acceptance time not in the bulk data set), ingested

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