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Disclosery

Zhang Financial LLC: IAU position timeline

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

Zhang Financial LLC held 467,941 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 467,941 shares
    Change vs previous 13F +4,199 shares

    1.03% of the 13F portfolio, value $35,334,197.

    13F-HR 0001776290-26-000005 filed by Zhang 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 463,742 shares
    Change vs previous 13F -9,678 shares

    1.41% of the 13F portfolio, value $40,883,471.

    13F-HR 0001776290-26-000004 filed by Zhang 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 473,420 shares
    Change vs previous 13F -2,175 shares

    1.43% of the 13F portfolio, value $38,427,517.

    13F-HR 0001776290-26-000002 filed by Zhang 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 475,595 shares
    Change vs previous 13F +1,832 shares

    1.41% of the 13F portfolio, value $34,609,084.

    13F-HR 0001776290-25-000006 filed by Zhang 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 473,763 shares
    Change vs previous 13F -1,381 shares

    1.36% of the 13F portfolio, value $29,543,864.

    13F-HR 0001776290-25-000005 filed by Zhang 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 475,144 shares
    Change vs previous 13F +208 shares

    1.48% of the 13F portfolio, value $28,014,480.

    13F-HR 0001776290-25-000002 filed by Zhang 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 474,936 shares
    Change vs previous 13F -5,638 shares

    1.35% of the 13F portfolio, value $23,514,096.

    13F-HR 0001776290-25-000001 filed by Zhang 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 480,574 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $23,884,586.

    13F-HR 0001776290-24-000003 filed by Zhang Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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