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Disclosery

Summit Financial, LLC: IAU position timeline

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

Summit Financial, LLC held 248,254 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 248,254 shares
    Change vs previous 13F -8,390 shares

    0.21% of the 13F portfolio, value $18,745,633.

    13F-HR 0001172661-26-003336 filed by Summit Financial, 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 256,644 shares
    Change vs previous 13F -13,492 shares

    0.29% of the 13F portfolio, value $22,625,773.

    13F-HR 0001172661-26-002343 filed by Summit Financial, 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 270,136 shares
    Change vs previous 13F -4,771 shares

    0.32% of the 13F portfolio, value $21,926,974.

    13F-HR 0001172661-26-000703 filed by Summit Financial, 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 274,907 shares
    Change vs previous 13F +132 shares

    0.31% of the 13F portfolio, value $20,005,014.

    13F-HR 0001172661-25-004930 filed by Summit Financial, 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 274,775 shares
    Change vs previous 13F -4,983 shares

    0.39% of the 13F portfolio, value $17,134,969.

    13F-HR 0001765536-25-000007 filed by Summit Financial, 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 279,758 shares
    Change vs previous 13F +195,640 shares

    0.46% of the 13F portfolio, value $16,494,532.

    13F-HR 0001765536-25-000004 filed by Summit Financial, 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 84,118 shares
    Change vs previous 13F +79,145 shares

    0.15% of the 13F portfolio, value $4,164,682.

    13F-HR 0001765536-25-000001 filed by Summit Financial, 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 4,973 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $247,158.

    13F-HR 0001765536-24-000003 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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