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Disclosery

XML Financial, LLC: IAU position timeline

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

XML Financial, LLC held 6,842 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,842 shares
    Change vs previous 13F -340 shares

    0.04% of the 13F portfolio, value $516,639.

    13F-HR 0001725547-26-000254 filed by XML Financial, 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 7,182 shares
    Change vs previous 13F -1,765 shares

    0.05% of the 13F portfolio, value $633,165.

    13F-HR 0001725547-26-000139 filed by XML Financial, 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 8,947 shares
    Change vs previous 13F +1,465 shares

    0.06% of the 13F portfolio, value $726,228.

    13F-HR 0001725547-26-000074 filed by XML Financial, 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 7,482 shares
    Change vs previous 13F +175 shares

    0.04% of the 13F portfolio, value $544,465.

    13F-HR 0001725547-25-004125 filed by XML Financial, 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 7,307 shares
    Change vs previous 13F -600 shares

    0.04% of the 13F portfolio, value $455,665.

    13F-HR 0001725547-25-003469 filed by XML Financial, 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 7,907 shares
    Change vs previous 13F -1,395 shares

    0.04% of the 13F portfolio, value $466,197.

    13F-HR 0001725547-25-001441 filed by XML Financial, 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 9,302 shares
    Change vs previous 13F +3,600 shares

    0.04% of the 13F portfolio, value $460,542.

    13F-HR 0001725547-25-000138 filed by XML Financial, 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 5,702 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $283,389.

    13F-HR 0001725547-24-006074 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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