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VestGen Advisors, LLC: IAU position timeline

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

VestGen Advisors, LLC held 129,743 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 129,743 shares
    Change vs previous 13F +10,677 shares

    0.29% of the 13F portfolio, value $9,796,894.

    13F-HR 0002050130-26-000005 filed by VestGen 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 119,066 shares
    Change vs previous 13F +51,182 shares

    0.3% of the 13F portfolio, value $10,562,345.

    13F-HR 0002050130-26-000004 filed by VestGen 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 67,884 shares
    Change vs previous 13F -26,536 shares

    0.23% of the 13F portfolio, value $5,510,144.

    13F-HR 0002050130-26-000001 filed by VestGen 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 94,420 shares
    Change vs previous 13F +26,194 shares

    0.23% of the 13F portfolio, value $6,870,943.

    13F-HR 0002050130-25-000006 filed by VestGen 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 68,226 shares
    Change vs previous 13F -11,872 shares

    0.17% of the 13F portfolio, value $4,309,771.

    13F-HR 0002050130-25-000005 filed by VestGen 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 80,098 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $4,722,578.

    13F-HR 0002050130-25-000003 filed by VestGen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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