AssuredPartners Investment Advisors, LLC: IAU position timeline

AssuredPartners Investment Advisors, LLC held 16,306 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 16,306 shares

   Change vs previous 13F -3,861 shares

   0.12% of the 13F portfolio, value $1,231,229.

   13F-HR 0002085853-26-000967 filed by AssuredPartners Investment Advisors, LLC
   Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 20,167 shares

   Change vs previous 13F -102,454 shares

   0.19% of the 13F portfolio, value $1,766,810.

   13F-HR 0002085853-26-000348 filed by AssuredPartners Investment Advisors, LLC
   Filed 2026-04-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 122,621 shares

   Change vs previous 13F +1,012 shares

   1.48% of the 13F portfolio, value $9,953,164.

   13F-HR 0002085853-26-000171 filed by AssuredPartners Investment Advisors, LLC
   Filed 2026-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 121,609 shares

   Change vs previous 13F +3,568 shares

   1.97% of the 13F portfolio, value $8,849,487.

   13F-HR 0002085853-25-000013 filed by AssuredPartners Investment Advisors, LLC
   Filed 2025-10-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 118,041 shares

   Change vs previous 13F +114,591 shares

   1.8% of the 13F portfolio, value $7,361,037.

   13F-HR 0001667731-25-001002 filed by AssuredPartners Investment Advisors, LLC
   Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 3,450 shares

   Change vs previous 13F not available

   0.04% of the 13F portfolio, value $203,412.

   13F-HR 0001667731-25-000487 filed by AssuredPartners Investment Advisors, LLC
   Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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