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CPA Asset Management Group, LLC: IAU position timeline

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

CPA Asset Management Group, LLC held 240,930 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 240,930 shares
    Change vs previous 13F +4,085 shares

    5.24% of the 13F portfolio, value $18,192,625.

    13F-HR 0001963967-26-000006 filed by CPA Asset Management 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 236,845 shares
    Change vs previous 13F -12,245 shares

    7% of the 13F portfolio, value $20,880,256.

    13F-HR 0001963967-26-000005 filed by CPA Asset Management 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 249,090 shares
    Change vs previous 13F +3,555 shares

    7.09% of the 13F portfolio, value $20,218,636.

    13F-HR 0001963967-26-000001 filed by CPA Asset Management 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 245,535 shares
    Change vs previous 13F -18,528 shares

    6.89% of the 13F portfolio, value $17,867,582.

    13F-HR 0001963967-25-000009 filed by CPA Asset Management 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 264,063 shares
    Change vs previous 13F +467 shares

    6.92% of the 13F portfolio, value $16,466,969.

    13F-HR 0001963967-25-000006 filed by CPA Asset Management 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 263,596 shares
    Change vs previous 13F +4,350 shares

    6.84% of the 13F portfolio, value $15,541,621.

    13F-HR 0001963967-25-000004 filed by CPA Asset Management 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 259,246 shares
    Change vs previous 13F -591 shares

    5.97% of the 13F portfolio, value $12,835,270.

    13F-HR 0001963967-25-000001 filed by CPA Asset Management Group, 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 259,837 shares
    Change vs previous 13F not available

    6.24% of the 13F portfolio, value $12,913,899.

    13F-HR 0001963967-24-000004 filed by CPA Asset Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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