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Disclosery

SFM, LLC: IAU position timeline

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

SFM, LLC held 4,284 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,284 shares
    Change vs previous 13F -10 shares

    0.17% of the 13F portfolio, value $323,485.

    13F-HR 0002064225-26-000004 filed by SFM, 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 4,294 shares
    Change vs previous 13F -15 shares

    0.23% of the 13F portfolio, value $378,559.

    13F-HR 0002064225-26-000002 filed by SFM, 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 4,309 shares
    Change vs previous 13F -110 shares

    0.2% of the 13F portfolio, value $349,762.

    13F-HR 0002064225-26-000001 filed by SFM, 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 4,419 shares
    Change vs previous 13F -618 shares

    0.19% of the 13F portfolio, value $321,571.

    13F-HR 0002064225-25-000001 filed by SFM, 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 5,037 shares
    Change vs previous 13F -2,379 shares

    0.2% of the 13F portfolio, value $314,107.

    13F-HR 0001085146-25-003911 filed by SFM, 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 7,416 shares
    Change vs previous 13F +365 shares

    0.32% of the 13F portfolio, value $437,247.

    13F-HR 0001085146-25-002154 filed by SFM, 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 7,051 shares
    Change vs previous 13F +2,100 shares

    0.25% of the 13F portfolio, value $349,095.

    13F-HR 0001085146-25-002153 filed by SFM, 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 4,951 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $246,065.

    13F-HR 0001085146-25-002152 filed by SFM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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