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FIRST FOUNDATION ADVISORS: IAU position timeline

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

FIRST FOUNDATION ADVISORS held 359,362 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 359,362 shares
    Change vs previous 13F +11,589 shares

    0.98% of the 13F portfolio, value $27,135,424.

    13F-HR 0001086763-26-000005 filed by FIRST FOUNDATION ADVISORS
    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 347,773 shares
    Change vs previous 13F +5,875 shares

    1.24% of the 13F portfolio, value $30,659,668.

    13F-HR 0001086763-26-000003 filed by FIRST FOUNDATION ADVISORS
    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 341,898 shares
    Change vs previous 13F +10,503 shares

    1.05% of the 13F portfolio, value $27,751,861.

    13F-HR 0001086763-26-000002 filed by FIRST FOUNDATION ADVISORS
    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 331,395 shares
    Change vs previous 13F -22,318 shares

    0.89% of the 13F portfolio, value $24,115,615.

    13F-HR 0001086763-25-000016 filed by FIRST FOUNDATION ADVISORS
    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 353,713 shares
    Change vs previous 13F -17,806 shares

    0.82% of the 13F portfolio, value $22,057,543.

    13F-HR 0001086763-25-000012 filed by FIRST FOUNDATION ADVISORS
    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 371,519 shares
    Change vs previous 13F +29,628 shares

    0.89% of the 13F portfolio, value $21,904,760.

    13F-HR 0001086763-25-000007 filed by FIRST FOUNDATION ADVISORS
    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 341,891 shares
    Change vs previous 13F +25,557 shares

    0.64% of the 13F portfolio, value $16,927,023.

    13F-HR 0001086763-25-000003 filed by FIRST FOUNDATION ADVISORS
    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 316,334 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $15,721,800.

    13F-HR 0001086763-24-000021 filed by FIRST FOUNDATION ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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