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Disclosery

Red Mountain Financial, LLC: IAU position timeline

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

Red Mountain Financial, LLC held 39,432 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,432 shares
    Change vs previous 13F -3,900 shares

    2.5% of the 13F portfolio, value $2,977,510.

    13F-HR 0001997650-26-000004 filed by Red Mountain Financial, 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 43,332 shares
    Change vs previous 13F -1,045 shares

    3.6% of the 13F portfolio, value $3,820,149.

    13F-HR 0001997650-26-000002 filed by Red Mountain Financial, 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 44,377 shares
    Change vs previous 13F -511 shares

    3.54% of the 13F portfolio, value $3,602,081.

    13F-HR 0001997650-26-000001 filed by Red Mountain Financial, 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 44,888 shares
    Change vs previous 13F -486 shares

    3.32% of the 13F portfolio, value $3,266,500.

    13F-HR 0001997650-25-000007 filed by Red Mountain Financial, 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/A 45,374 shares
    Change vs previous 13F -775 shares

    3.14% of the 13F portfolio, value $2,829,523.

    13F-HR/A 0001997650-25-000005 filed by Red Mountain Financial, 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 46,149 shares
    Change vs previous 13F 0 shares

    3.32% of the 13F portfolio, value $2,720,945.

    13F-HR 0001997650-25-000002 filed by Red Mountain Financial, 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 46,149 shares
    Change vs previous 13F -165 shares

    2.46% of the 13F portfolio, value $2,284,837.

    13F-HR 0001997650-25-000001 filed by Red Mountain Financial, 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 46,314 shares
    Change vs previous 13F not available

    2.45% of the 13F portfolio, value $2,301,806.

    13F-HR 0001997650-24-000004 filed by Red Mountain Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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