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Disclosery

Plan Group Financial, LLC: IAU position timeline

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

Plan Group Financial, LLC held 63,664 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,664 shares
    Change vs previous 13F -5,472 shares

    1% of the 13F portfolio, value $4,807,269.

    13F-HR 0001940033-26-000006 filed by Plan Group Financial, 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 69,136 shares
    Change vs previous 13F +12,108 shares

    1.43% of the 13F portfolio, value $6,095,030.

    13F-HR 0001940033-26-000004 filed by Plan Group Financial, 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 57,028 shares
    Change vs previous 13F -2,185 shares

    1.2% of the 13F portfolio, value $4,628,963.

    13F-HR 0001940033-26-000001 filed by Plan Group Financial, 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 59,213 shares
    Change vs previous 13F +4,067 shares

    1.16% of the 13F portfolio, value $4,308,930.

    13F-HR 0001940033-25-000007 filed by Plan Group Financial, 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 55,146 shares
    Change vs previous 13F +2,194 shares

    1.13% of the 13F portfolio, value $3,438,905.

    13F-HR 0001940033-25-000005 filed by Plan Group Financial, 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 52,952 shares
    Change vs previous 13F +8,394 shares

    1.11% of the 13F portfolio, value $3,122,050.

    13F-HR 0001940033-25-000003 filed by Plan Group Financial, 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 44,558 shares
    Change vs previous 13F +1,690 shares

    1.17% of the 13F portfolio, value $2,206,067.

    13F-HR 0001911391-25-000004 filed by Plan Group Financial, 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 42,868 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $2,130,540.

    13F-HR 0001940033-24-000005 filed by Plan Group Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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