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Southeast Asset Advisors, LLC: IAU position timeline

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

Southeast Asset Advisors, LLC held 115,740 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 115,740 shares
    Change vs previous 13F 0 shares

    0.89% of the 13F portfolio, value $8,739,527.

    13F-HR 0001104659-26-096651 filed by Southeast Asset Advisors, 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 115,740 shares
    Change vs previous 13F +120 shares

    1.12% of the 13F portfolio, value $10,203,638.

    13F-HR 0001104659-26-059874 filed by Southeast Asset Advisors, 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 115,620 shares
    Change vs previous 13F +30 shares

    0.89% of the 13F portfolio, value $9,384,875.

    13F-HR 0001104659-26-015207 filed by Southeast Asset Advisors, 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 115,590 shares
    Change vs previous 13F +50 shares

    0.92% of the 13F portfolio, value $8,411,484.

    13F-HR 0001104659-25-108267 filed by Southeast Asset Advisors, 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 115,540 shares
    Change vs previous 13F 0 shares

    0.86% of the 13F portfolio, value $7,205,074.

    13F-HR 0001104659-25-076885 filed by Southeast Asset Advisors, 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 115,540 shares
    Change vs previous 13F 0 shares

    0.84% of the 13F portfolio, value $6,812,238.

    13F-HR 0001104659-25-048429 filed by Southeast Asset Advisors, 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 115,540 shares
    Change vs previous 13F 0 shares

    0.7% of the 13F portfolio, value $5,720,385.

    13F-HR 0001104659-25-012627 filed by Southeast Asset Advisors, 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 115,540 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $5,742,338.

    13F-HR 0001104659-24-117631 filed by Southeast Asset Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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