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Disclosery

AlTi Global, Inc.: IAU position timeline

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

AlTi Global, Inc. held 1,651,446 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,651,446 shares
    Change vs previous 13F +84,457 shares

    2.58% of the 13F portfolio, value $124,700,700.

    13F-HR 0001838615-26-000004 filed by AlTi Global, Inc.
    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 1,566,989 shares
    Change vs previous 13F -21,255 shares

    3% of the 13F portfolio, value $138,145,765.

    13F-HR 0001838615-26-000003 filed by AlTi Global, Inc.
    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 1,588,244 shares
    Change vs previous 13F +63,182 shares

    2.76% of the 13F portfolio, value $128,917,620.

    13F-HR 0001838615-26-000002 filed by AlTi Global, Inc.
    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 1,525,062 shares
    Change vs previous 13F -42,724 shares

    2.6% of the 13F portfolio, value $110,978,623.

    13F-HR 0001085146-25-005972 filed by AlTi Global, Inc.
    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 1,567,786 shares
    Change vs previous 13F +19,544 shares

    2.45% of the 13F portfolio, value $97,783,286.

    13F-HR 0001085146-25-004347 filed by AlTi Global, Inc.
    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 1,548,242 shares
    Change vs previous 13F +183,798 shares

    2.39% of the 13F portfolio, value $91,284,242.

    13F-HR 0001085146-25-003243 filed by AlTi Global, Inc.
    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 1,364,444 shares
    Change vs previous 13F +87,311 shares

    1.63% of the 13F portfolio, value $67,632,498.

    13F-HR 0001085146-25-001496 filed by AlTi Global, Inc.
    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 1,277,133 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $63,473,993.

    13F-HR 0001085146-24-005921 filed by AlTi Global, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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