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Disclosery

Ascent Group, LLC: IAU position timeline

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

Ascent Group, LLC held 149,714 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 149,714 shares
    Change vs previous 13F +14,268 shares

    0.34% of the 13F portfolio, value $11,304,867.

    13F-HR 0001913231-26-000003 filed by Ascent 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 135,446 shares
    Change vs previous 13F -189,455 shares

    0.41% of the 13F portfolio, value $11,940,918.

    13F-HR 0001913231-26-000002 filed by Ascent 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 324,901 shares
    Change vs previous 13F -14,017 shares

    0.9% of the 13F portfolio, value $26,372,215.

    13F-HR 0001913231-26-000001 filed by Ascent 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 338,918 shares
    Change vs previous 13F +95,863 shares

    0.87% of the 13F portfolio, value $24,663,063.

    13F-HR 0001913231-25-000006 filed by Ascent 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 243,055 shares
    Change vs previous 13F -13,317 shares

    0.59% of the 13F portfolio, value $15,156,910.

    13F-HR 0001913231-25-000003 filed by Ascent 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 256,372 shares
    Change vs previous 13F +227,359 shares

    0.65% of the 13F portfolio, value $15,115,693.

    13F-HR 0001913231-25-000002 filed by Ascent 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 ended2024-12-31
    13F 29,013 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,436,434.

    13F-HR 0001221073-25-000036 filed by Ascent Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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