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Disclosery

Allegheny Financial Group: IAU position timeline

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

Allegheny Financial Group held 3,440 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,440 shares
    Change vs previous 13F +20 shares

    0.03% of the 13F portfolio, value $259,783.

    13F-HR 0001844148-26-000003 filed by Allegheny Financial Group
    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 3,420 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $301,540.

    13F-HR 0001844148-26-000002 filed by Allegheny Financial Group
    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 3,420 shares
    Change vs previous 13F -407 shares

    0.04% of the 13F portfolio, value $277,632.

    13F-HR 0001844148-26-000001 filed by Allegheny Financial Group
    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 3,827 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $278,534.

    13F-HR 0001844148-25-000003 filed by Allegheny Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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