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Diversify Advisory Services, LLC: IAU position timeline

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

Diversify Advisory Services, LLC held 248,960 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 248,960 shares
    Change vs previous 13F +130,686 shares

    0.16% of the 13F portfolio, value $19,115,088.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 124,480 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 124,480 shares

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

  2. period ended2026-03-31
    13F 118,274 shares
    Change vs previous 13F -41,693 shares

    0.18% of the 13F portfolio, value $10,118,339.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 118,274 shares

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

  3. period ended2025-12-31
    13F 159,967 shares
    Change vs previous 13F +47,403 shares

    0.26% of the 13F portfolio, value $13,805,214.

    13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 105,966 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 54,001 shares

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

  4. period ended2025-09-30
    13F 112,564 shares
    Change vs previous 13F +9,276 shares

    0.18% of the 13F portfolio, value $8,503,058.

    13F-HR 0002021232-25-000006 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 109,887 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 2,677 shares

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

  5. period ended2025-06-30
    13F 103,288 shares
    Change vs previous 13F +1,994 shares

    0.25% of the 13F portfolio, value $6,517,473.

    13F-HR 0001085146-25-005226 filed by Diversify Advisory Services, 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 101,294 shares
    Change vs previous 13F +16,628 shares

    0.4% of the 13F portfolio, value $6,345,025.

    13F-HR 0001085146-25-002578 filed by Diversify Advisory Services, 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 84,666 shares
    Change vs previous 13F -5,733 shares

    0.24% of the 13F portfolio, value $4,299,339.

    13F-HR 0001085146-25-000251 filed by Diversify Advisory Services, 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 90,399 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $4,693,516.

    13F-HR 0001085146-24-005134 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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