CARY STREET PARTNERS ASSET MANAGEMENT LLC: IAU position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CARY STREET PARTNERS ASSET MANAGEMENT LLC on IAU, newest first. How the timeline and the estimate are built.
CARY STREET PARTNERS ASSET MANAGEMENT LLC held 21,660 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 21,660 sharesChange vs previous 13F +151 shares
0.03% of the 13F portfolio, value $1,635,566.
13F-HR 0001475045-26-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
Filed (acceptance time not in the bulk data set), ingested- CARY STREET PARTNERS FINANCIAL LLC: 18,566 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 3,094 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 21,509 sharesChange vs previous 13F -2,506 shares
0.04% of the 13F portfolio, value $1,896,233.
13F-HR 0001475045-26-000003 filed by CARY STREET PARTNERS FINANCIAL LLC
Filed (acceptance time not in the bulk data set), ingested- CARY STREET PARTNERS FINANCIAL LLC: 18,763 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,746 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 24,015 sharesChange vs previous 13F +1,589 shares
0.04% of the 13F portfolio, value $1,949,297.
13F-HR 0001475045-26-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
Filed (acceptance time not in the bulk data set), ingested- CARY STREET PARTNERS FINANCIAL LLC: 18,443 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 5,572 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 22,426 sharesChange vs previous 13F +1,828 shares
0.04% of the 13F portfolio, value $1,631,940.
13F-HR 0001475045-25-000010 filed by CARY STREET PARTNERS FINANCIAL LLC
Filed (acceptance time not in the bulk data set), ingested- CARY STREET PARTNERS FINANCIAL LLC: 18,732 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 3,694 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 20,598 sharesChange vs previous 13F +13,132 shares
0.03% of the 13F portfolio, value $1,284,491.
13F-HR 0001475045-25-000006 filed by CARY STREET PARTNERS FINANCIAL LLC
Filed (acceptance time not in the bulk data set), ingested- CARY STREET PARTNERS FINANCIAL LLC: 18,722 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,876 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 7,466 sharesChange vs previous 13F +1,730 shares
0.01% of the 13F portfolio, value $440,195.
13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
Filed (acceptance time not in the bulk data set), ingested- CARY STREET PARTNERS FINANCIAL LLC: 4,746 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,720 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,736 sharesChange vs previous 13F +1,191 shares
0.01% of the 13F portfolio, value $283,989.
13F-HR 0001475045-25-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
Filed (acceptance time not in the bulk data set), ingested- CARY STREET PARTNERS FINANCIAL LLC: 4,528 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,208 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,545 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $225,887.
13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).