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Disclosery

Wills Financial Group, Inc.: IAU position timeline

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

Wills Financial Group, Inc. held 114,462 IAU shares at 2024-12-31 per its 13F-HR filed 2025-02-14.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 114,462 shares
    Change vs previous 13F +85 shares

    2.45% of the 13F portfolio, value $5,667,014.

    13F-HR 0001525109-25-000001 filed by Wills Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 114,377 shares
    Change vs previous 13F -1 shares

    2.38% of the 13F portfolio, value $5,684,537.

    13F-HR 0001525109-24-000006 filed by Wills Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 114,378 shares
    Change vs previous 13F +110 shares

    2.31% of the 13F portfolio, value $5,024,626.

    13F-HR 0001525109-24-000005 filed by Wills Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 114,268 shares
    Change vs previous 13F -660 shares

    2.26% of the 13F portfolio, value $4,800,399.

    13F-HR 0001525109-24-000002 filed by Wills Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 114,928 shares
    Change vs previous 13F -3,720 shares

    2.26% of the 13F portfolio, value $4,485,640.

    13F-HR 0001525109-24-000001 filed by Wills Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 118,648 shares
    Change vs previous 13F 0 shares

    2.25% of the 13F portfolio, value $4,151,494.

    13F-HR 0001525109-23-000005 filed by Wills Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 118,648 shares
    Change vs previous 13F +500 shares

    2.19% of the 13F portfolio, value $4,317,601.

    13F-HR 0001525109-23-000004 filed by Wills Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 118,148 shares
    Change vs previous 13F not available

    2.38% of the 13F portfolio, value $4,415,191.

    13F-HR 0001525109-23-000003 filed by Wills Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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