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RFG - Bristol Wealth Advisors, LLC: IAU position timeline

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

RFG - Bristol Wealth Advisors, LLC held 22,003 IAU shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 22,003 shares
    Change vs previous 13F -2,218 shares

    0.41% of the 13F portfolio, value $1,718,455.

    13F-HR 0001085146-26-000866 filed by RFG - Bristol Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 24,221 shares
    Change vs previous 13F -4,195 shares

    0.44% of the 13F portfolio, value $1,828,928.

    13F-HR 0002055104-26-000003 filed by RFG - Bristol Wealth Advisors, 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 28,416 shares
    Change vs previous 13F -3,358 shares

    0.68% of the 13F portfolio, value $2,505,155.

    13F-HR 0002055104-26-000002 filed by RFG - Bristol Wealth Advisors, 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 31,774 shares
    Change vs previous 13F -1,643 shares

    0.72% of the 13F portfolio, value $2,579,096.

    13F-HR 0002055104-26-000001 filed by RFG - Bristol Wealth Advisors, 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 33,417 shares
    Change vs previous 13F -31,502 shares

    0.7% of the 13F portfolio, value $2,431,755.

    13F-HR 0002055104-25-000004 filed by RFG - Bristol Wealth Advisors, 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 64,919 shares
    Change vs previous 13F -61,223 shares

    1.26% of the 13F portfolio, value $4,048,349.

    13F-HR 0001085146-25-004554 filed by RFG - Bristol Wealth Advisors, 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 126,142 shares
    Change vs previous 13F +103,432 shares

    2.49% of the 13F portfolio, value $7,437,332.

    13F-HR 0001085146-25-002759 filed by RFG - Bristol Wealth Advisors, 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 22,710 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,124,372.

    13F-HR 0001085146-25-001089 filed by RFG - Bristol Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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