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Disclosery

Wills Financial Group LLC: IAU position timeline

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

Wills Financial Group LLC held 145,131 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 145,131 shares
    Change vs previous 13F -1,140 shares

    3.99% of the 13F portfolio, value $10,958,842.

    13F-HR 0002059579-26-000005 filed by Wills Financial Group 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 146,271 shares
    Change vs previous 13F -863 shares

    4.86% of the 13F portfolio, value $12,899,639.

    13F-HR 0002059579-26-000002 filed by Wills 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 ended2025-12-31
    13F 147,134 shares
    Change vs previous 13F +13,093 shares

    4.56% of the 13F portfolio, value $11,942,867.

    13F-HR 0002059579-26-000001 filed by Wills 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 ended2025-09-30
    13F 134,041 shares
    Change vs previous 13F +18,924 shares

    4% of the 13F portfolio, value $9,754,164.

    13F-HR 0002059579-25-000007 filed by Wills 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 ended2025-06-30
    13F 115,117 shares
    Change vs previous 13F 0 shares

    3.12% of the 13F portfolio, value $7,178,696.

    13F-HR 0002059579-25-000004 filed by Wills 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 ended2025-03-31
    13F 115,117 shares
    Change vs previous 13F not available

    3.01% of the 13F portfolio, value $6,787,298.

    13F-HR 0002059579-25-000003 filed by Wills Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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