Skip to content
Disclosery

Patriot Financial Group Insurance Agency, LLC: IAU position timeline

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

Patriot Financial Group Insurance Agency, LLC held 73,125 IAU shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 73,125 shares
    Change vs previous 13F +497 shares

    0.55% of the 13F portfolio, value $5,711,071.

    13F-HR 0002085853-26-001172 filed by Patriot Financial Group Insurance Agency, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 72,628 shares
    Change vs previous 13F -81,636 shares

    0.56% of the 13F portfolio, value $5,484,140.

    13F-HR 0002085853-26-000752 filed by Patriot Financial Group Insurance Agency, 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 154,264 shares
    Change vs previous 13F +73,831 shares

    0.77% of the 13F portfolio, value $13,599,914.

    13F-HR 0002085853-26-000456 filed by Patriot Financial Group Insurance Agency, 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 80,433 shares
    Change vs previous 13F -2,779 shares

    0.78% of the 13F portfolio, value $6,528,747.

    13F-HR 0002085853-26-000089 filed by Patriot Financial Group Insurance Agency, 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 83,212 shares
    Change vs previous 13F +4,684 shares

    0.78% of the 13F portfolio, value $6,055,337.

    13F-HR 0002085853-25-000031 filed by Patriot Financial Group Insurance Agency, 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 78,528 shares
    Change vs previous 13F +1,470 shares

    0.56% of the 13F portfolio, value $4,897,006.

    13F-HR 0001667731-25-000883 filed by Patriot Financial Group Insurance Agency, 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 77,058 shares
    Change vs previous 13F -1,456 shares

    0.61% of the 13F portfolio, value $4,543,340.

    13F-HR 0001667731-25-000420 filed by Patriot Financial Group Insurance Agency, 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 78,514 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $3,887,228.

    13F-HR 0001667731-25-000088 filed by Patriot Financial Group Insurance Agency, LLC
    Filed (acceptance time not in the bulk data set), ingested

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