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PAX Financial Group, LLC: IAU position timeline

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

PAX Financial Group, LLC held 36,167 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,167 shares
    Change vs previous 13F +3,065 shares

    0.41% of the 13F portfolio, value $2,730,970.

    13F-HR 0001104659-26-091050 filed by PAX Financial 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 33,102 shares
    Change vs previous 13F -32,755 shares

    0.5% of the 13F portfolio, value $2,918,272.

    13F-HR 0001104659-26-049342 filed by PAX 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 ended2025-12-31
    13F 65,857 shares
    Change vs previous 13F +11,244 shares

    0.92% of the 13F portfolio, value $5,345,613.

    13F-HR 0001104659-26-010754 filed by PAX 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 ended2025-09-30
    13F 54,613 shares
    Change vs previous 13F +10,659 shares

    0.72% of the 13F portfolio, value $3,974,188.

    13F-HR 0001104659-25-106000 filed by PAX 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 ended2025-06-30
    13F 43,954 shares
    Change vs previous 13F -2,746 shares

    0.52% of the 13F portfolio, value $2,740,971.

    13F-HR 0001104659-25-076000 filed by PAX 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 ended2025-03-31
    13F 46,700 shares
    Change vs previous 13F +25,980 shares

    0.49% of the 13F portfolio, value $2,753,432.

    13F-HR 0001104659-25-043927 filed by PAX 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 ended2024-12-31
    13F 20,720 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,025,847.

    13F-HR 0001104659-25-012223 filed by PAX Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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