Skip to content
Disclosery

Kestra Advisory Services, LLC: IAU position timeline

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

Kestra Advisory Services, LLC held 766,654 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 766,654 shares
    Change vs previous 13F -26,861 shares

    0.13% of the 13F portfolio, value $57,890,023.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 179,228 shares
    • Kestra Advisory Services, LLC: 583,062 shares
    • Kestra Investment Management, LLC: 4,364 shares

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

  2. period ended2026-03-31
    13F 793,515 shares
    Change vs previous 13F +16,810 shares

    0.17% of the 13F portfolio, value $69,956,263.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 193,534 shares
    • Kestra Advisory Services, LLC: 592,810 shares
    • Kestra Investment Management, LLC: 7,171 shares

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

  3. period ended2025-12-31
    13F 776,705 shares
    Change vs previous 13F +29,817 shares

    0.17% of the 13F portfolio, value $63,045,083.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 209,594 shares
    • Kestra Advisory Services, LLC: 562,014 shares
    • Kestra Investment Management, LLC: 5,097 shares

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

  4. period ended2025-09-30
    13F 746,888 shares
    Change vs previous 13F +115,694 shares

    0.16% of the 13F portfolio, value $54,351,003.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 210,462 shares
    • Kestra Advisory Services, LLC: 531,429 shares
    • Kestra Investment Management, LLC: 4,997 shares

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

  5. period ended2025-06-30
    13F 631,194 shares
    Change vs previous 13F -5,694 shares

    0.14% of the 13F portfolio, value $39,361,260.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 169,335 shares
    • Kestra Advisory Services, LLC: 461,859 shares

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

  6. period ended2025-03-31
    13F/A 636,888 shares
    Change vs previous 13F +16,229 shares

    0.14% of the 13F portfolio, value $37,550,917.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 163,008 shares
    • Kestra Advisory Services, LLC: 473,880 shares
    • Kestra Investment Management, LLC: 0 shares

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

  7. period ended2024-12-31
    13F 620,659 shares
    Change vs previous 13F +48,861 shares

    0.12% of the 13F portfolio, value $30,728,827.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 151,396 shares
    • Kestra Advisory Services, LLC: 468,965 shares
    • Kestra Investment Management, LLC: 298 shares

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

  8. period ended2024-09-30
    13F 571,798 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $28,418,354.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 148,104 shares
    • Kestra Advisory Services, LLC: 423,694 shares

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