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Buttonwood Financial Group, LLC: IAU position timeline

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

Buttonwood Financial Group, LLC held 38,354 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,354 shares
    Change vs previous 13F +2,315 shares

    1.66% of the 13F portfolio, value $2,896,130.

    13F-HR 0001847661-26-000012 filed by Buttonwood Financial 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 36,039 shares
    Change vs previous 13F -68,720 shares

    1.95% of the 13F portfolio, value $3,177,437.

    13F-HR 0001847661-26-000007 filed by Buttonwood Financial 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 104,759 shares
    Change vs previous 13F -34,798 shares

    4.73% of the 13F portfolio, value $8,893,105.

    13F-HR 0001847661-26-000002 filed by Buttonwood Financial Group, 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 139,557 shares
    Change vs previous 13F +24,829 shares

    4.52% of the 13F portfolio, value $10,468,016.

    13F-HR 0001847661-25-000006 filed by Buttonwood Financial Group, 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 114,728 shares
    Change vs previous 13F -971 shares

    3.66% of the 13F portfolio, value $7,218,629.

    13F-HR 0001085146-25-003799 filed by Buttonwood Financial Group, 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 115,699 shares
    Change vs previous 13F +75,148 shares

    4.06% of the 13F portfolio, value $6,920,065.

    13F-HR 0001085146-25-002078 filed by Buttonwood Financial Group, 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 40,551 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $2,121,220.

    13F-HR 0001085146-25-000654 filed by Buttonwood Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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