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Compass Financial Group, INC/SD: IAU position timeline

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

Compass Financial Group, INC/SD held 2,595 IAU shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,595 shares
    Change vs previous 13F -1,209 shares

    0.02% of the 13F portfolio, value $202,688.

    13F-HR 0001172661-26-004500 filed by Compass Financial Group, INC/SD
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,804 shares
    Change vs previous 13F -7 shares

    0.03% of the 13F portfolio, value $287,240.

    13F-HR 0001172661-26-003062 filed by Compass Financial Group, INC/SD
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,811 shares
    Change vs previous 13F +559 shares

    0.05% of the 13F portfolio, value $335,978.

    13F-HR 0001172661-26-001559 filed by Compass Financial Group, INC/SD
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,252 shares
    Change vs previous 13F +46 shares

    0.04% of the 13F portfolio, value $263,965.

    13F-HR 0001172661-26-000314 filed by Compass Financial Group, INC/SD
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,206 shares
    Change vs previous 13F -3 shares

    0.04% of the 13F portfolio, value $233,301.

    13F-HR 0001172661-25-004404 filed by Compass Financial Group, INC/SD
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,209 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $200,113.

    13F-HR 0001172661-25-002665 filed by Compass Financial Group, INC/SD
    Filed (acceptance time not in the bulk data set), ingested

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