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Sharkey, Howes & Javer: IAU position timeline

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

Sharkey, Howes & Javer held 103,871 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 103,871 shares
    Change vs previous 13F +14,167 shares

    0.95% of the 13F portfolio, value $7,843,299.

    13F-HR 0001642246-26-000004 filed by Sharkey, Howes & Javer
    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 89,704 shares
    Change vs previous 13F -87,341 shares

    1.07% of the 13F portfolio, value $7,908,305.

    13F-HR 0001642246-26-000003 filed by Sharkey, Howes & Javer
    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 177,045 shares
    Change vs previous 13F -490 shares

    1.83% of the 13F portfolio, value $14,370,743.

    13F-HR 0001642246-26-000001 filed by Sharkey, Howes & Javer
    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 177,535 shares
    Change vs previous 13F +59,045 shares

    1.66% of the 13F portfolio, value $12,919,222.

    13F-HR 0001642246-25-000007 filed by Sharkey, Howes & Javer
    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 118,490 shares
    Change vs previous 13F -19,883 shares

    0.99% of the 13F portfolio, value $7,389,036.

    13F-HR 0001642246-25-000004 filed by Sharkey, Howes & Javer
    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 138,373 shares
    Change vs previous 13F +76,331 shares

    1.17% of the 13F portfolio, value $8,158,472.

    13F-HR 0001642246-25-000003 filed by Sharkey, Howes & Javer
    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 62,042 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $3,071,699.

    13F-HR 0001642246-25-000001 filed by Sharkey, Howes & Javer
    Filed (acceptance time not in the bulk data set), ingested

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