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Disclosery

BEACON FINANCIAL GROUP: IAU position timeline

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

BEACON FINANCIAL GROUP held 44,142 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,142 shares
    Change vs previous 13F -613 shares

    0.3% of the 13F portfolio, value $3,333,162.

    13F-HR 0001591379-26-000003 filed by BEACON 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 44,755 shares
    Change vs previous 13F -56,542 shares

    0.39% of the 13F portfolio, value $3,945,600.

    13F-HR 0001591379-26-000002 filed by BEACON 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 101,297 shares
    Change vs previous 13F +1,943 shares

    0.82% of the 13F portfolio, value $8,222,277.

    13F-HR 0001591379-26-000001 filed by BEACON 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 99,354 shares
    Change vs previous 13F +35,620 shares

    0.71% of the 13F portfolio, value $7,229,991.

    13F-HR 0002085853-25-000019 filed by BEACON FINANCIAL GROUP
    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 63,734 shares
    Change vs previous 13F +426 shares

    0.41% of the 13F portfolio, value $3,974,452.

    13F-HR 0001667731-25-000751 filed by BEACON FINANCIAL GROUP
    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 63,308 shares
    Change vs previous 13F +33,135 shares

    0.41% of the 13F portfolio, value $3,732,640.

    13F-HR 0001667731-25-000408 filed by BEACON FINANCIAL GROUP
    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 30,173 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,493,865.

    13F-HR 0001667731-25-000159 filed by BEACON FINANCIAL GROUP
    Filed (acceptance time not in the bulk data set), ingested

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