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Disclosery

Gradient Investments LLC: IAU position timeline

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

Gradient Investments LLC held 72,902 IAU shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 72,902 shares
    Change vs previous 13F +2,182 shares

    0.08% of the 13F portfolio, value $5,693,672.

    13F-HR 0001542265-26-000006 filed by Gradient Investments LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 70,720 shares
    Change vs previous 13F -4,690 shares

    0.07% of the 13F portfolio, value $5,340,067.

    13F-HR 0001542265-26-000005 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 75,410 shares
    Change vs previous 13F +1,666 shares

    0.1% of the 13F portfolio, value $6,648,146.

    13F-HR 0001542265-26-000003 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 73,744 shares
    Change vs previous 13F +213 shares

    0.1% of the 13F portfolio, value $5,985,800.

    13F-HR 0001542265-26-000001 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 73,531 shares
    Change vs previous 13F -15,149 shares

    0.09% of the 13F portfolio, value $5,350,851.

    13F-HR 0001542265-25-000007 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 88,680 shares
    Change vs previous 13F -3,169 shares

    0.1% of the 13F portfolio, value $5,530,085.

    13F-HR 0001542265-25-000004 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 91,849 shares
    Change vs previous 13F +375 shares

    0.11% of the 13F portfolio, value $5,415,417.

    13F-HR 0001542265-25-000003 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 91,474 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $4,528,878.

    13F-HR 0001542265-25-000001 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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