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AllGen Financial Advisors, Inc.: IAU position timeline

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

AllGen Financial Advisors, Inc. held 306,180 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 306,180 shares
    Change vs previous 13F -26,028 shares

    5.05% of the 13F portfolio, value $23,119,689.

    13F-HR 0002085853-26-000800 filed by AllGen Financial Advisors, Inc.
    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 332,208 shares
    Change vs previous 13F -46,500 shares

    6.95% of the 13F portfolio, value $29,287,457.

    13F-HR 0002085853-26-000745 filed by AllGen Financial Advisors, Inc.
    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 378,708 shares
    Change vs previous 13F +12,624 shares

    7.29% of the 13F portfolio, value $30,739,728.

    13F-HR 0001705819-26-000011 filed by AllGen Financial Advisors, Inc.
    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 366,084 shares
    Change vs previous 13F +4,652 shares

    6.55% of the 13F portfolio, value $26,639,933.

    13F-HR 0001705819-25-000070 filed by AllGen Financial Advisors, Inc.
    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 361,432 shares
    Change vs previous 13F -6,324 shares

    6.05% of the 13F portfolio, value $22,538,900.

    13F-HR 0001705819-25-000055 filed by AllGen Financial Advisors, Inc.
    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 367,756 shares
    Change vs previous 13F -27,345 shares

    6.42% of the 13F portfolio, value $21,682,894.

    13F-HR 0001705819-25-000033 filed by AllGen Financial Advisors, Inc.
    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 395,101 shares
    Change vs previous 13F -8,702 shares

    6.57% of the 13F portfolio, value $19,561,451.

    13F-HR 0001705819-25-000022 filed by AllGen Financial Advisors, Inc.
    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 403,803 shares
    Change vs previous 13F not available

    6.51% of the 13F portfolio, value $20,069,009.

    13F-HR 0001705819-24-000058 filed by AllGen Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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