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Fortis Group Advisors, LLC: IAU position timeline

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

Fortis Group Advisors, LLC held 10,870 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,870 shares
    Change vs previous 13F -10,278 shares

    0.13% of the 13F portfolio, value $820,831.

    13F-HR 0001815183-26-000004 filed by Fortis Group Advisors, 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 21,148 shares
    Change vs previous 13F -42,478 shares

    0.3% of the 13F portfolio, value $1,836,660.

    13F-HR 0001815183-26-000002 filed by Fortis Group Advisors, 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 63,626 shares
    Change vs previous 13F +6,694 shares

    0.97% of the 13F portfolio, value $5,802,646.

    13F-HR 0001815183-26-000001 filed by Fortis Group Advisors, 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 56,932 shares
    Change vs previous 13F -19,940 shares

    0.74% of the 13F portfolio, value $4,292,141.

    13F-HR 0001815183-25-000006 filed by Fortis Group Advisors, 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 76,872 shares
    Change vs previous 13F -80,080 shares

    0.87% of the 13F portfolio, value $4,766,802.

    13F-HR 0001815183-25-000005 filed by Fortis Group Advisors, 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 156,952 shares
    Change vs previous 13F +74,516 shares

    1.8% of the 13F portfolio, value $9,253,919.

    13F-HR 0001815183-25-000003 filed by Fortis Group Advisors, 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 82,436 shares
    Change vs previous 13F -182,818 shares

    0.76% of the 13F portfolio, value $4,081,431.

    13F-HR 0001815183-25-000001 filed by Fortis Group Advisors, 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 265,254 shares
    Change vs previous 13F not available

    2.44% of the 13F portfolio, value $13,183,099.

    13F-HR 0001815183-24-000005 filed by Fortis Group Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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