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Disclosery

EHRLICH FINANCIAL GROUP: IAU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EHRLICH FINANCIAL GROUP on IAU, newest first. How the timeline and the estimate are built.

EHRLICH FINANCIAL GROUP held 25,788 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 25,788 shares
    Change vs previous 13F -5,170 shares

    1% of the 13F portfolio, value $1,947,252.

    13F-HR 0001951757-26-000935 filed by EHRLICH FINANCIAL GROUP
    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 30,958 shares
    Change vs previous 13F -24,502 shares

    1.57% of the 13F portfolio, value $2,729,257.

    13F-HR 0001951757-26-000551 filed by EHRLICH FINANCIAL GROUP
    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 55,460 shares
    Change vs previous 13F +10,576 shares

    2.56% of the 13F portfolio, value $4,501,688.

    13F-HR 0001951757-26-000007 filed by EHRLICH FINANCIAL GROUP
    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 44,884 shares
    Change vs previous 13F +5,943 shares

    1.94% of the 13F portfolio, value $3,266,209.

    13F-HR 0001951757-25-001155 filed by EHRLICH FINANCIAL GROUP
    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 38,941 shares
    Change vs previous 13F +1,160 shares

    1.57% of the 13F portfolio, value $2,428,361.

    13F-HR 0001951757-25-000580 filed by EHRLICH FINANCIAL GROUP
    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 37,781 shares
    Change vs previous 13F +18,119 shares

    1.62% of the 13F portfolio, value $2,227,568.

    13F-HR 0001951757-25-000330 filed by EHRLICH FINANCIAL GROUP
    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 19,662 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $973,466.

    13F-HR 0001951757-25-000006 filed by EHRLICH FINANCIAL GROUP
    Filed (acceptance time not in the bulk data set), ingested

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