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Ipsen Advisor Group LLC: IAU position timeline

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

Ipsen Advisor Group LLC held 24,795 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,795 shares
    Change vs previous 13F -896 shares

    1.2% of the 13F portfolio, value $1,872,255.

    13F-HR 0001964922-26-000004 filed by Ipsen Advisor 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 25,691 shares
    Change vs previous 13F -14,093 shares

    1.58% of the 13F portfolio, value $2,264,935.

    13F-HR 0001964922-26-000002 filed by Ipsen Advisor 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 39,784 shares
    Change vs previous 13F -2,441 shares

    2.29% of the 13F portfolio, value $3,229,292.

    13F-HR 0001964922-26-000001 filed by Ipsen Advisor 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 ended2025-09-30
    13F 42,225 shares
    Change vs previous 13F +355 shares

    2.19% of the 13F portfolio, value $3,046,187.

    13F-HR 0001964922-25-000002 filed by Ipsen Advisor 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 ended2025-06-30
    13F 41,870 shares
    Change vs previous 13F +1,106 shares

    1.97% of the 13F portfolio, value $2,588,311.

    13F-HR 0001085146-25-004587 filed by Ipsen Advisor 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 ended2025-03-31
    13F 40,764 shares
    Change vs previous 13F +771 shares

    2.05% of the 13F portfolio, value $2,383,081.

    13F-HR 0001085146-25-002095 filed by Ipsen Advisor 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 ended2024-12-31
    13F 39,993 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $1,980,037.

    13F-HR 0001085146-25-001022 filed by Ipsen Advisor Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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