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SAGE RHINO CAPITAL LLC: IAU position timeline

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

SAGE RHINO CAPITAL LLC held 153,370 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 153,370 shares
    Change vs previous 13F -41,321 shares

    1.9% of the 13F portfolio, value $11,580,931.

    13F-HR 0001771605-26-000004 filed by SAGE RHINO CAPITAL 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 194,691 shares
    Change vs previous 13F -105,999 shares

    3.21% of the 13F portfolio, value $17,163,979.

    13F-HR 0001771605-26-000002 filed by SAGE RHINO CAPITAL 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 300,690 shares
    Change vs previous 13F -24,027 shares

    4.61% of the 13F portfolio, value $24,407,026.

    13F-HR 0001771605-26-000001 filed by SAGE RHINO CAPITAL 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 324,717 shares
    Change vs previous 13F +3,031 shares

    4.57% of the 13F portfolio, value $23,629,673.

    13F-HR 0001771605-25-000002 filed by SAGE RHINO CAPITAL 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 321,686 shares
    Change vs previous 13F +23,512 shares

    4.24% of the 13F portfolio, value $20,060,354.

    13F-HR 0001085146-25-003912 filed by SAGE RHINO CAPITAL 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 298,174 shares
    Change vs previous 13F -6,339 shares

    4.08% of the 13F portfolio, value $17,580,353.

    13F-HR 0001085146-25-002506 filed by SAGE RHINO CAPITAL 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 304,513 shares
    Change vs previous 13F -34,353 shares

    3.29% of the 13F portfolio, value $15,076,450.

    13F-HR 0001085146-25-000854 filed by SAGE RHINO CAPITAL 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 338,866 shares
    Change vs previous 13F not available

    3.73% of the 13F portfolio, value $16,841,652.

    13F-HR 0001085146-24-005305 filed by SAGE RHINO CAPITAL LLC
    Filed (acceptance time not in the bulk data set), ingested

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