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Spectrum Planning & Advisory Services Inc.: IAU position timeline

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

Spectrum Planning & Advisory Services Inc. held 14,573 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,573 shares
    Change vs previous 13F +2,036 shares

    0.49% of the 13F portfolio, value $1,100,407.

    13F-HR 0001951757-26-000996 filed by Spectrum Planning & Advisory Services 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 12,537 shares
    Change vs previous 13F -18,902 shares

    0.55% of the 13F portfolio, value $1,105,262.

    13F-HR 0001951757-26-000622 filed by Spectrum Planning & Advisory Services 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 31,439 shares
    Change vs previous 13F -2,346 shares

    1.31% of the 13F portfolio, value $2,551,904.

    13F-HR 0001951757-26-000414 filed by Spectrum Planning & Advisory Services 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 33,785 shares
    Change vs previous 13F +10,824 shares

    1.39% of the 13F portfolio, value $2,458,534.

    13F-HR 0001951757-25-001413 filed by Spectrum Planning & Advisory Services 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 22,961 shares
    Change vs previous 13F +12,362 shares

    0.93% of the 13F portfolio, value $1,431,848.

    13F-HR 0001951757-25-000836 filed by Spectrum Planning & Advisory Services 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 10,599 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $624,917.

    13F-HR 0001951757-25-000398 filed by Spectrum Planning & Advisory Services Inc.
    Filed (acceptance time not in the bulk data set), ingested

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