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Disclosery

RFG Advisory, LLC: IAUM position timeline

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

RFG Advisory, LLC held 198,410 IAUM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 198,410 shares
    Change vs previous 13F -65,107 shares

    0.12% of the 13F portfolio, value $7,938,392.

    13F-HR 0001633387-26-000008 filed by RFG Advisory, 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 263,517 shares
    Change vs previous 13F +132,047 shares

    0.23% of the 13F portfolio, value $12,306,250.

    13F-HR 0001633387-26-000005 filed by RFG Advisory, 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 131,470 shares
    Change vs previous 13F -358 shares

    0.11% of the 13F portfolio, value $5,651,886.

    13F-HR 0001633387-26-000002 filed by RFG Advisory, 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 131,828 shares
    Change vs previous 13F -344,465 shares

    0.1% of the 13F portfolio, value $5,075,369.

    13F-HR 0001633387-25-000006 filed by RFG Advisory, 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 476,293 shares
    Change vs previous 13F +200,034 shares

    0.37% of the 13F portfolio, value $15,712,921.

    13F-HR 0001085146-25-004183 filed by RFG Advisory, 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 276,259 shares
    Change vs previous 13F +54,706 shares

    0.23% of the 13F portfolio, value $8,610,984.

    13F-HR 0001085146-25-001983 filed by RFG Advisory, 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 221,553 shares
    Change vs previous 13F +25,726 shares

    0.16% of the 13F portfolio, value $5,798,034.

    13F-HR 0001085146-25-000342 filed by RFG Advisory, 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 195,827 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $5,140,459.

    13F-HR 0001085146-24-004971 filed by RFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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