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Disclosery

HRTG GPE, LLC: IAU position timeline

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

HRTG GPE, LLC held 5,603,339 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,603,339 shares
    Change vs previous 13F +1,094,846 shares

    17.05% of the 13F portfolio, value $423,108,128.

    13F-HR 0001537455-26-000010 filed by HRTG GPE, 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 4,508,493 shares
    Change vs previous 13F +1,344,833 shares

    50.89% of the 13F portfolio, value $397,468,743.

    13F-HR 0001537455-26-000008 filed by HRTG GPE, 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 3,163,660 shares
    Change vs previous 13F 0 shares

    32.71% of the 13F portfolio, value $256,794,282.

    13F-HR 0001537455-26-000004 filed by HRTG GPE, 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 3,163,660 shares
    Change vs previous 13F not available

    24.54% of the 13F portfolio, value $230,220,000.

    13F-HR 0001537455-25-000013 filed by HRTG GPE, LLC
    Filed (acceptance time not in the bulk data set), ingested

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