Concurrent Investment Advisors, LLC
Holdings in IAU
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $205,743,952 | 2,534,729 | Shares | Sole | 2026-01-29 |
| 2025-09-30 | $38,309,111 | 526,441 | Shares | Sole | 2025-10-27 |
| 2025-06-30 | $5,996,911 | 96,166 | Shares | Sole | 2025-07-25 |
| 2025-03-31 | $2,965,157 | 50,291 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $1,518,966 | 30,680 | Shares | Sole | 2025-02-03 |
| 2024-09-30 | $710,262 | 14,291 | Shares | Sole | 2024-10-30 |
| 2024-06-30 | $514,596 | 11,714 | Shares | Sole | 2024-07-30 |
| 2024-03-31 | $329,568 | 7,845 | Shares | Sole | 2024-05-07 |
| 2023-12-31 | $289,173 | 7,409 | Shares | Sole | 2024-04-15 |