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World Investment Advisors: IAUM position timeline

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

World Investment Advisors held 271,429 IAUM 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 271,429 shares
    Change vs previous 13F -3,437 shares

    0.21% of the 13F portfolio, value $12,578,649.

    13F-HR 0001062993-26-004335 filed by World Investment Advisors
    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 274,866 shares
    Change vs previous 13F +43,540 shares

    0.21% of the 13F portfolio, value $12,836,241.

    13F-HR 0001062993-26-002164 filed by World Investment Advisors
    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/A 231,326 shares
    Change vs previous 13F +12,141 shares

    0.16% of the 13F portfolio, value $9,944,705.

    13F-HR/A 0001062993-26-001415 filed by World Investment Advisors
    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 219,185 shares
    Change vs previous 13F +8,776 shares

    0.17% of the 13F portfolio, value $8,438,623.

    13F-HR 0001062993-25-016083 filed by World Investment Advisors
    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 210,409 shares
    Change vs previous 13F -12,834 shares

    0.16% of the 13F portfolio, value $6,941,394.

    13F-HR 0001062993-25-013474 filed by World Investment Advisors
    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 223,243 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $6,958,485.

    13F-HR 0001062993-25-008161 filed by World Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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