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Valeo Financial Advisors, LLC: IAU position timeline

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

Valeo Financial Advisors, LLC held 21,064 IAU shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 21,064 shares
    Change vs previous 13F -25,964 shares

    0.03% of the 13F portfolio, value $1,645,097.

    13F-HR 0001722641-26-000006 filed by Valeo Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 47,028 shares
    Change vs previous 13F -3,641 shares

    0.07% of the 13F portfolio, value $3,551,083.

    13F-HR 0001722641-26-000004 filed by Valeo 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 ended2026-03-31
    13F 50,669 shares
    Change vs previous 13F +11,957 shares

    0.11% of the 13F portfolio, value $4,466,996.

    13F-HR 0001722641-26-000003 filed by Valeo 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 ended2025-12-31
    13F 38,712 shares
    Change vs previous 13F +19,045 shares

    0.07% of the 13F portfolio, value $3,142,257.

    13F-HR 0001722641-26-000001 filed by Valeo 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 ended2025-09-30
    13F 19,667 shares
    Change vs previous 13F -1,680 shares

    0.03% of the 13F portfolio, value $1,431,152.

    13F-HR 0001722641-25-000007 filed by Valeo 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 ended2025-06-30
    13F/A 21,347 shares
    Change vs previous 13F +4,820 shares

    0.03% of the 13F portfolio, value $1,331,199.

    13F-HR/A 0001722641-25-000005 filed by Valeo 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 ended2025-03-31
    13F 16,527 shares
    Change vs previous 13F -784 shares

    0.03% of the 13F portfolio, value $974,432.

    13F-HR 0001722641-25-000002 filed by Valeo 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 ended2024-12-31
    13F 17,311 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $857,068.

    13F-HR 0001722641-25-000001 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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