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Disclosery

Stonebridge Financial Group, LLC: IAU position timeline

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

Stonebridge Financial Group, LLC held 166,274 IAU shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 166,274 shares
    Change vs previous 13F +1,026 shares

    0.96% of the 13F portfolio, value $12,985,977.

    13F-HR 0001999371-26-021857 filed by Stonebridge Financial Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 165,248 shares
    Change vs previous 13F -909 shares

    0.95% of the 13F portfolio, value $12,477,876.

    13F-HR 0001999371-26-014273 filed by Stonebridge 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 ended2026-03-31
    13F 166,157 shares
    Change vs previous 13F -2,203 shares

    1.2% of the 13F portfolio, value $14,648,401.

    13F-HR 0001999371-26-007873 filed by Stonebridge 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 ended2025-12-31
    13F 168,360 shares
    Change vs previous 13F -1,376 shares

    1.17% of the 13F portfolio, value $13,665,781.

    13F-HR 0001999371-26-001274 filed by Stonebridge 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 ended2025-09-30
    13F 169,736 shares
    Change vs previous 13F -988 shares

    1.09% of the 13F portfolio, value $12,351,689.

    13F-HR 0001999371-25-015688 filed by Stonebridge 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 ended2025-06-30
    13F 170,724 shares
    Change vs previous 13F -8,292 shares

    1.03% of the 13F portfolio, value $10,646,349.

    13F-HR 0001999371-25-009685 filed by Stonebridge 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 ended2025-03-31
    13F 179,016 shares
    Change vs previous 13F +781 shares

    1.12% of the 13F portfolio, value $10,554,783.

    13F-HR 0001999371-25-004732 filed by Stonebridge Financial Group, 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 178,235 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $8,824,415.

    13F-HR 0001999371-25-000834 filed by Stonebridge Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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