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FIDUCIARY FINANCIAL GROUP, LLC: IAU position timeline

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

FIDUCIARY FINANCIAL GROUP, LLC held 136,472 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 136,472 shares
    Change vs previous 13F +10,728 shares

    1.24% of the 13F portfolio, value $10,658,463.

    13F-HR 0001754960-26-000845 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 125,744 shares
    Change vs previous 13F +21,589 shares

    1.08% of the 13F portfolio, value $9,494,929.

    13F-HR 0001754960-26-000471 filed by FIDUCIARY 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 ended2026-03-31
    13F 104,155 shares
    Change vs previous 13F +2,268 shares

    1.22% of the 13F portfolio, value $9,182,305.

    13F-HR 0001754960-26-000225 filed by FIDUCIARY 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 ended2025-12-31
    13F 101,887 shares
    Change vs previous 13F +1,376 shares

    1.17% of the 13F portfolio, value $8,270,168.

    13F-HR 0001754960-26-000021 filed by FIDUCIARY 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 ended2025-09-30
    13F 100,511 shares
    Change vs previous 13F +2,173 shares

    1.16% of the 13F portfolio, value $7,314,185.

    13F-HR 0001754960-25-000648 filed by FIDUCIARY 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 ended2025-06-30
    13F 98,338 shares
    Change vs previous 13F +237 shares

    1.12% of the 13F portfolio, value $6,187,427.

    13F-HR 0001754960-25-000315 filed by FIDUCIARY 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 ended2025-03-31
    13F 98,101 shares
    Change vs previous 13F +6,225 shares

    1.28% of the 13F portfolio, value $5,867,421.

    13F-HR 0001754960-25-000185 filed by FIDUCIARY FINANCIAL 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 ended2024-12-31
    13F 91,876 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $4,665,463.

    13F-HR 0001754960-25-000008 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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