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Colonial Trust Advisors: IAU position timeline

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

Colonial Trust Advisors held 12,170 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,170 shares
    Change vs previous 13F -1,418 shares

    0.04% of the 13F portfolio, value $918,925.

    13F-HR 0001398344-26-013987 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 2,820 shares
    • Colonial Trust Co / SC: 9,350 shares

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

  2. period ended2026-03-31
    13F 13,588 shares
    Change vs previous 13F -613 shares

    0.06% of the 13F portfolio, value $1,197,881.

    13F-HR 0001398344-26-009002 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 2,820 shares
    • Colonial Trust Co / SC: 10,768 shares

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

  3. period ended2025-12-31
    13F 14,201 shares
    Change vs previous 13F +100 shares

    0.06% of the 13F portfolio, value $1,152,662.

    13F-HR 0001398344-26-002826 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 3,229 shares
    • Colonial Trust Co / SC: 10,972 shares

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

  4. period ended2025-09-30
    13F 14,101 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $1,026,130.

    13F-HR 0001398344-25-020619 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 2,834 shares
    • Colonial Trust Co / SC: 11,267 shares

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

  5. period ended2025-06-30
    13F 14,101 shares
    Change vs previous 13F +61 shares

    0.05% of the 13F portfolio, value $879,338.

    13F-HR 0001398344-25-015191 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 2,834 shares
    • Colonial Trust Co / SC: 11,267 shares

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

  6. period ended2025-03-31
    13F 14,040 shares
    Change vs previous 13F -200 shares

    0.05% of the 13F portfolio, value $827,799.

    13F-HR 0001398344-25-009321 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 2,834 shares
    • Colonial Trust Co / SC: 11,206 shares

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

  7. period ended2024-12-31
    13F 14,240 shares
    Change vs previous 13F -9 shares

    0.04% of the 13F portfolio, value $705,023.

    13F-HR 0001398344-25-002790 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 2,839 shares
    • Colonial Trust Co / SC: 11,401 shares

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

  8. period ended2024-09-30
    13F 14,249 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $708,176.

    13F-HR 0001398344-24-020483 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 2,848 shares
    • Colonial Trust Co / SC: 11,401 shares

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