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Disclosery

OneAscent Financial Services LLC: IAU position timeline

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

OneAscent Financial Services LLC held 15,378 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,378 shares
    Change vs previous 13F +1,178 shares

    0.05% of the 13F portfolio, value $1,161,193.

    13F-HR 0001780985-26-000003 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 12,187 shares
    • OneAscent Family Office, LLC: 3,191 shares

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

  2. period ended2026-03-31
    13F 14,200 shares
    Change vs previous 13F +3,889 shares

    0.06% of the 13F portfolio, value $1,251,873.

    13F-HR 0001780985-26-000002 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 11,009 shares
    • OneAscent Family Office, LLC: 3,191 shares

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

  3. period ended2025-12-31
    13F 10,311 shares
    Change vs previous 13F +32 shares

    0.08% of the 13F portfolio, value $836,944.

    13F-HR 0001780985-26-000001 filed by OneAscent Financial Services 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/A 10,279 shares
    Change vs previous 13F -804 shares

    0.09% of the 13F portfolio, value $748,003.

    13F-HR/A 0001780985-25-000006 filed by OneAscent Financial Services 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 11,083 shares
    Change vs previous 13F -6,715 shares

    0.05% of the 13F portfolio, value $692,000.

    13F-HR 0001780985-25-000004 filed by OneAscent Financial Services 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 17,798 shares
    Change vs previous 13F +7,348 shares

    0.07% of the 13F portfolio, value $1,050,000.

    13F-HR 0001780985-25-000003 filed by OneAscent Financial Services 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 10,450 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $517,000.

    13F-HR 0001780985-25-000001 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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