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Disclosery

Berger Financial Group, Inc: IAU position timeline

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

Berger Financial Group, Inc held 23,049 IAU 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 23,049 shares
    Change vs previous 13F +3,997 shares

    0.09% of the 13F portfolio, value $1,740,430.

    13F-HR 0001826136-26-000002 filed by Berger Financial Group, 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 19,052 shares
    Change vs previous 13F +2,013 shares

    0.09% of the 13F portfolio, value $1,679,625.

    13F-HR 0001172661-26-001555 filed by Berger Financial Group, 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 17,039 shares
    Change vs previous 13F +4,310 shares

    0.08% of the 13F portfolio, value $1,383,056.

    13F-HR 0001172661-26-000322 filed by Berger Financial Group, 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 12,729 shares
    Change vs previous 13F +6,795 shares

    0.06% of the 13F portfolio, value $926,290.

    13F-HR 0001172661-25-004281 filed by Berger Financial Group, 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 5,934 shares
    Change vs previous 13F +1,103 shares

    0.02% of the 13F portfolio, value $370,045.

    13F-HR 0001172661-25-002666 filed by Berger Financial Group, 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 4,831 shares
    Change vs previous 13F -172 shares

    0.02% of the 13F portfolio, value $284,836.

    13F-HR 0001172661-25-001681 filed by Berger Financial Group, 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 5,003 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $247,699.

    13F-HR 0001172661-25-001074 filed by Berger Financial Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

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