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Disclosery

Bauman Advisory Group, LLC: IAUM position timeline

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

Bauman Advisory Group, LLC held 139,413 IAUM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 139,413 shares
    Change vs previous 13F -51,514 shares

    2.95% of the 13F portfolio, value $5,577,914.

    13F-HR 0001765380-26-000262 filed by Bauman Advisory Group, LLC
    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 190,927 shares
    Change vs previous 13F +79,763 shares

    6.25% of the 13F portfolio, value $8,916,291.

    13F-HR 0001765380-26-000169 filed by Bauman Advisory Group, LLC
    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 111,164 shares
    Change vs previous 13F not available

    3.85% of the 13F portfolio, value $4,778,940.

    13F-HR 0001765380-26-000109 filed by Bauman Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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