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Waverly Advisors, LLC: IAU position timeline

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

Waverly Advisors, LLC held 353,400 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 353,400 shares
    Change vs previous 13F +244,140 shares

    0.15% of the 13F portfolio, value $26,685,238.

    13F-HR 0001398344-26-014582 filed by Waverly 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 109,260 shares
    Change vs previous 13F +16,565 shares

    0.07% of the 13F portfolio, value $9,632,389.

    13F-HR 0001398344-26-009223 filed by Waverly 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 92,695 shares
    Change vs previous 13F +77,356 shares

    0.06% of the 13F portfolio, value $7,524,033.

    13F-HR 0001398344-26-003224 filed by Waverly 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 15,339 shares
    Change vs previous 13F +1,558 shares

    0.01% of the 13F portfolio, value $1,116,201.

    13F-HR 0001398344-25-020944 filed by Waverly 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 13,781 shares
    Change vs previous 13F -707 shares

    0.01% of the 13F portfolio, value $859,383.

    13F-HR 0001398344-25-015429 filed by Waverly 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 14,488 shares
    Change vs previous 13F -280 shares

    0.01% of the 13F portfolio, value $854,212.

    13F-HR 0001398344-25-009517 filed by Waverly 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 14,768 shares
    Change vs previous 13F +5,154 shares

    0.01% of the 13F portfolio, value $731,164.

    13F-HR 0001398344-25-002762 filed by Waverly 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 9,614 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $477,816.

    13F-HR 0001398344-24-020725 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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