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Wallington Asset Management, LLC: IAU position timeline

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

Wallington Asset Management, LLC held 280,535 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 280,535 shares
    Change vs previous 13F +2,227 shares

    2.6% of the 13F portfolio, value $21,183,198.

    13F-HR 0001999371-26-015556 filed by Wallington Asset Management, 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 278,308 shares
    Change vs previous 13F -5,975 shares

    3.26% of the 13F portfolio, value $24,535,633.

    13F-HR 0001999371-26-008735 filed by Wallington Asset Management, 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 284,283 shares
    Change vs previous 13F -831 shares

    2.93% of the 13F portfolio, value $23,075,251.

    13F-HR 0001999371-26-000873 filed by Wallington Asset Management, 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 285,114 shares
    Change vs previous 13F +8,635 shares

    2.69% of the 13F portfolio, value $20,747,746.

    13F-HR 0001999371-25-015675 filed by Wallington Asset Management, 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 276,479 shares
    Change vs previous 13F +60 shares

    2.43% of the 13F portfolio, value $17,241,230.

    13F-HR 0001999371-25-009482 filed by Wallington Asset Management, 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 276,419 shares
    Change vs previous 13F +7,840 shares

    2.35% of the 13F portfolio, value $16,297,664.

    13F-HR 0001999371-25-005770 filed by Wallington Asset Management, 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 268,579 shares
    Change vs previous 13F +1,240 shares

    1.92% of the 13F portfolio, value $13,297,000.

    13F-HR 0001839882-25-002302 filed by Wallington Asset Management, 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 267,339 shares
    Change vs previous 13F not available

    1.85% of the 13F portfolio, value $13,287,000.

    13F-HR 0001999371-24-013719 filed by Wallington Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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