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Disclosery

Beacon Financial Advisory LLC: IAU position timeline

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

Beacon Financial Advisory LLC held 10,772 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,772 shares
    Change vs previous 13F -710 shares

    0.16% of the 13F portfolio, value $813,394.

    13F-HR 0001800502-26-000001 filed by Beacon Financial Advisory 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 11,482 shares
    Change vs previous 13F -1,426 shares

    0.23% of the 13F portfolio, value $1,012,253.

    13F-HR 0002085853-26-000505 filed by Beacon Financial Advisory 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 12,908 shares
    Change vs previous 13F +1,421 shares

    0.24% of the 13F portfolio, value $1,047,742.

    13F-HR 0002085853-26-000264 filed by Beacon Financial Advisory LLC
    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 11,487 shares
    Change vs previous 13F +1,199 shares

    0.19% of the 13F portfolio, value $835,909.

    13F-HR 0002085853-25-000185 filed by Beacon Financial Advisory LLC
    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 10,288 shares
    Change vs previous 13F +3,000 shares

    0.17% of the 13F portfolio, value $641,560.

    13F-HR 0001667731-25-000914 filed by Beacon Financial Advisory LLC
    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 7,288 shares
    Change vs previous 13F +1,476 shares

    0.13% of the 13F portfolio, value $429,700.

    13F-HR 0001667731-25-000506 filed by Beacon Financial Advisory LLC
    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 5,812 shares
    Change vs previous 13F +1,671 shares

    0.09% of the 13F portfolio, value $287,752.

    13F-HR 0001667731-25-000137 filed by Beacon Financial Advisory LLC
    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 4,141 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $205,808.

    13F-HR 0001800502-24-000005 filed by Beacon Financial Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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