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Disclosery

SPINNAKER TRUST: IAU position timeline

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

SPINNAKER TRUST held 422,086 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 422,086 shares
    Change vs previous 13F +4,867 shares

    1.55% of the 13F portfolio, value $31,871,714.

    13F-HR 0001158970-26-000003 filed by SPINNAKER TRUST
    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 417,219 shares
    Change vs previous 13F +1,191 shares

    2.04% of the 13F portfolio, value $36,782,027.

    13F-HR 0001158970-26-000002 filed by SPINNAKER TRUST
    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 416,028 shares
    Change vs previous 13F -32,490 shares

    1.81% of the 13F portfolio, value $33,768,993.

    13F-HR 0001158970-26-000001 filed by SPINNAKER TRUST
    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 448,518 shares
    Change vs previous 13F +10,089 shares

    1.81% of the 13F portfolio, value $32,638,655.

    13F-HR 0001158970-25-000008 filed by SPINNAKER TRUST
    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 438,429 shares
    Change vs previous 13F +6,486 shares

    1.64% of the 13F portfolio, value $27,340,432.

    13F-HR 0001158970-25-000005 filed by SPINNAKER TRUST
    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 431,943 shares
    Change vs previous 13F +14,289 shares

    1.66% of the 13F portfolio, value $25,467,359.

    13F-HR 0001158970-25-000004 filed by SPINNAKER TRUST
    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 417,654 shares
    Change vs previous 13F +7,590 shares

    1.3% of the 13F portfolio, value $20,678,050.

    13F-HR 0001158970-25-000001 filed by SPINNAKER TRUST
    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 410,064 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $20,380,181.

    13F-HR 0001158970-24-000005 filed by SPINNAKER TRUST
    Filed (acceptance time not in the bulk data set), ingested

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