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Concurrent Investment Advisors, LLC: IAU position timeline

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

Concurrent Investment Advisors, LLC held 374,204 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 374,204 shares
    Change vs previous 13F +20,974 shares

    0.24% of the 13F portfolio, value $28,256,149.

    13F-HR 0002085853-26-000862 filed by Concurrent Investment Advisors, 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 353,230 shares
    Change vs previous 13F -2,181,499 shares

    0.34% of the 13F portfolio, value $31,140,766.

    13F-HR 0002085853-26-000427 filed by Concurrent Investment Advisors, 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 2,534,729 shares
    Change vs previous 13F +2,008,288 shares

    2.35% of the 13F portfolio, value $205,743,890.

    13F-HR 0002085853-26-000143 filed by Concurrent Investment Advisors, 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 526,441 shares
    Change vs previous 13F +430,275 shares

    0.66% of the 13F portfolio, value $38,309,138.

    13F-HR 0002085853-25-000174 filed by Concurrent Investment Advisors, 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 96,166 shares
    Change vs previous 13F +45,875 shares

    0.12% of the 13F portfolio, value $5,996,889.

    13F-HR 0001667731-25-000961 filed by Concurrent Investment Advisors, 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 50,291 shares
    Change vs previous 13F +19,611 shares

    0.07% of the 13F portfolio, value $2,965,132.

    13F-HR 0001667731-25-000551 filed by Concurrent Investment Advisors, 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 30,680 shares
    Change vs previous 13F +16,389 shares

    0.04% of the 13F portfolio, value $1,518,946.

    13F-HR 0001667731-25-000197 filed by Concurrent Investment Advisors, 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 14,291 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $710,273.

    13F-HR 0002001015-24-000007 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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