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Savvy Advisors, Inc.: IAU position timeline

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

Savvy Advisors, Inc. held 251,889 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 251,889 shares
    Change vs previous 13F +17,551 shares

    0.41% of the 13F portfolio, value $19,020,118.

    13F-HR 0002003633-26-000004 filed by Savvy Advisors, Inc.
    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 234,338 shares
    Change vs previous 13F -86,371 shares

    0.55% of the 13F portfolio, value $20,659,214.

    13F-HR 0002003633-26-000003 filed by Savvy Advisors, Inc.
    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 320,709 shares
    Change vs previous 13F +125,132 shares

    0.84% of the 13F portfolio, value $26,031,937.

    13F-HR 0002003633-26-000001 filed by Savvy Advisors, Inc.
    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 195,577 shares
    Change vs previous 13F +63,116 shares

    0.65% of the 13F portfolio, value $14,232,138.

    13F-HR 0002003633-25-000008 filed by Savvy Advisors, Inc.
    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 132,461 shares
    Change vs previous 13F +21,656 shares

    0.55% of the 13F portfolio, value $8,260,268.

    13F-HR 0002003633-25-000005 filed by Savvy Advisors, Inc.
    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 110,805 shares
    Change vs previous 13F +79,880 shares

    0.66% of the 13F portfolio, value $6,533,063.

    13F-HR 0002003633-25-000004 filed by Savvy Advisors, Inc.
    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 30,925 shares
    Change vs previous 13F +9,712 shares

    0.18% of the 13F portfolio, value $1,531,116.

    13F-HR 0002003633-25-000002 filed by Savvy Advisors, Inc.
    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 21,213 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,054,286.

    13F-HR 0002003633-24-000005 filed by Savvy Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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