Skip to content
Disclosery

STUART INVESTMENT ADVISORS, INC.: IAU position timeline

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

STUART INVESTMENT ADVISORS, INC. held 513,674 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 513,674 shares
    Change vs previous 13F -15,168 shares

    15.6% of the 13F portfolio, value $38,787,509.

    13F-HR 0001951757-26-001094 filed by STUART INVESTMENT ADVISORS, 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 528,842 shares
    Change vs previous 13F -31,828 shares

    20.37% of the 13F portfolio, value $46,622,693.

    13F-HR 0001951757-26-000673 filed by STUART INVESTMENT ADVISORS, 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 560,670 shares
    Change vs previous 13F -23,219 shares

    41.07% of the 13F portfolio, value $45,509,568.

    13F-HR 0001951757-26-000458 filed by STUART INVESTMENT ADVISORS, 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 583,889 shares
    Change vs previous 13F -6,790 shares

    39.92% of the 13F portfolio, value $42,489,588.

    13F-HR 0001951757-25-001239 filed by STUART INVESTMENT ADVISORS, 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 590,679 shares
    Change vs previous 13F -19,747 shares

    18.85% of the 13F portfolio, value $36,834,742.

    13F-HR 0001951757-25-000953 filed by STUART INVESTMENT ADVISORS, 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 610,426 shares
    Change vs previous 13F -7,326 shares

    20.32% of the 13F portfolio, value $35,990,717.

    13F-HR 0001951757-25-000432 filed by STUART INVESTMENT ADVISORS, INC.
    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 617,752 shares
    Change vs previous 13F -4,797 shares

    16.32% of the 13F portfolio, value $30,584,902.

    13F-HR 0001951757-25-000220 filed by STUART INVESTMENT ADVISORS, INC.
    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/A 622,549 shares
    Change vs previous 13F not available

    17.4% of the 13F portfolio, value $30,940,685.

    13F-HR/A 0001951757-24-001084 filed by STUART INVESTMENT ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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