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Summit Place Financial Advisors, LLC: IAU position timeline

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

Summit Place Financial Advisors, LLC held 100,576 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 100,576 shares
    Change vs previous 13F +2,322 shares

    3.33% of the 13F portfolio, value $7,594,494.

    13F-HR 0001801413-26-000003 filed by Summit Place Financial 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 98,254 shares
    Change vs previous 13F -5,749 shares

    4.16% of the 13F portfolio, value $8,662,073.

    13F-HR 0001801413-26-000002 filed by Summit Place Financial 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 104,003 shares
    Change vs previous 13F -5,262 shares

    4.09% of the 13F portfolio, value $8,441,924.

    13F-HR 0001801413-26-000001 filed by Summit Place Financial 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 109,265 shares
    Change vs previous 13F +3,125 shares

    3.75% of the 13F portfolio, value $7,951,214.

    13F-HR 0001801413-25-000009 filed by Summit Place Financial 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 106,140 shares
    Change vs previous 13F +2,930 shares

    3.33% of the 13F portfolio, value $6,618,890.

    13F-HR 0001729428-25-000009 filed by Summit Place Financial 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 103,210 shares
    Change vs previous 13F +20,493 shares

    3.44% of the 13F portfolio, value $6,085,262.

    13F-HR 0001801413-25-000002 filed by Summit Place Financial 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 82,717 shares
    Change vs previous 13F -153 shares

    2.33% of the 13F portfolio, value $4,095,319.

    13F-HR 0001801413-25-000001 filed by Summit Place Financial Advisors, 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 82,870 shares
    Change vs previous 13F not available

    2.3% of the 13F portfolio, value $4,118,639.

    13F-HR 0001801413-24-000010 filed by Summit Place Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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