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Disclosery

Waterloo Capital, L.P.: IAU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waterloo Capital, L.P. on IAU, newest first. How the timeline and the estimate are built.

Waterloo Capital, L.P. held 139,369 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 139,369 shares
    Change vs previous 13F +30,275 shares

    0.59% of the 13F portfolio, value $10,523,753.

    13F-HR 0001104659-26-087951 filed by Waterloo Capital, L.P.
    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 109,094 shares
    Change vs previous 13F +22,938 shares

    0.68% of the 13F portfolio, value $9,617,727.

    13F-HR 0001104659-26-059213 filed by Waterloo Capital, L.P.
    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 86,156 shares
    Change vs previous 13F -1,252 shares

    0.5% of the 13F portfolio, value $6,993,283.

    13F-HR 0001104659-26-012470 filed by Waterloo Capital, L.P.
    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 87,408 shares
    Change vs previous 13F +15,974 shares

    0.47% of the 13F portfolio, value $6,360,680.

    13F-HR 0001104659-25-106781 filed by Waterloo Capital, L.P.
    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 71,434 shares
    Change vs previous 13F +1,216 shares

    0.36% of the 13F portfolio, value $4,454,624.

    13F-HR 0001104659-25-076764 filed by Waterloo Capital, L.P.
    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 70,218 shares
    Change vs previous 13F +38,138 shares

    0.38% of the 13F portfolio, value $4,140,053.

    13F-HR 0001104659-25-047228 filed by Waterloo Capital, L.P.
    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 32,080 shares
    Change vs previous 13F -4,171 shares

    0.17% of the 13F portfolio, value $1,588,281.

    13F-HR 0001104659-25-012588 filed by Waterloo Capital, L.P.
    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 36,251 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,801,675.

    13F-HR 0001104659-24-118460 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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