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Disclosery

Sovran Advisors, LLC: IAU position timeline

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

Sovran Advisors, LLC held 59,409 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,409 shares
    Change vs previous 13F +1,732 shares

    0.34% of the 13F portfolio, value $4,517,460.

    13F-HR 0002051471-26-000004 filed by Sovran 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 57,677 shares
    Change vs previous 13F -13,964 shares

    0.39% of the 13F portfolio, value $5,009,247.

    13F-HR 0002051471-26-000003 filed by Sovran 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 71,641 shares
    Change vs previous 13F +334 shares

    0.53% of the 13F portfolio, value $6,211,991.

    13F-HR 0002051471-26-000001 filed by Sovran 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 71,307 shares
    Change vs previous 13F +23,785 shares

    0.48% of the 13F portfolio, value $5,404,358.

    13F-HR 0002051471-25-000007 filed by Sovran 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 47,522 shares
    Change vs previous 13F -4,633 shares

    0.31% of the 13F portfolio, value $2,958,720.

    13F-HR 0002051471-25-000004 filed by Sovran 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 52,155 shares
    Change vs previous 13F +36,763 shares

    0.42% of the 13F portfolio, value $3,266,468.

    13F-HR 0002051471-25-000003 filed by Sovran 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 15,392 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $777,758.

    13F-HR 0002051471-25-000001 filed by Sovran Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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