Skip to content
Disclosery

Crown Wealth Group, LLC: IAU position timeline

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

Crown Wealth Group, LLC held 43,935 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,935 shares
    Change vs previous 13F +763 shares

    0.84% of the 13F portfolio, value $3,317,532.

    13F-HR 0002085853-26-000791 filed by Crown Wealth 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 43,172 shares
    Change vs previous 13F +11,991 shares

    1.12% of the 13F portfolio, value $3,806,044.

    13F-HR 0002085853-26-000447 filed by Crown Wealth 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 31,181 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $2,530,962.

    13F-HR 0002085853-26-000126 filed by Crown Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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