Ownership history in BFSG, LLC · 23 quarters on record
This page tracks every 13F SEC filing in which BFSG, LLC reported a position in ISHARES GOLD TRUST (IAU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 383,785 | +2,769 | +0.7% | 3.02% | $31.2M | $81.17 |
| 2025 Q3 | ADDED | 381,016 | +8,076 | +2.2% | 2.68% | $27.7M | $72.77 |
| 2025 Q2 | ADDED | 372,940 | +3,933 | +1.1% | 2.60% | $23.3M | $62.36 |
| 2025 Q1 | REDUCED | 369,007 | -1,596 | -0.4% | 2.65% | $21.8M | $58.96 |
| 2024 Q4 | ADDED | 370,603 | +59 | +0.0% | 2.15% | $18.3M | $49.51 |
| 2024 Q3 | ADDED | 370,544 | +25,073 | +7.3% | 2.14% | $18.4M | $49.70 |
| 2024 Q2 | ADDED | 345,471 | +32,215 | +10.3% | 1.92% | $15.2M | $43.93 |
| 2024 Q1 | ADDED | 313,256 | +7,972 | +2.6% | 1.74% | $13.2M | $42.01 |
| 2023 Q4 | REDUCED | 305,284 | -577 | -0.2% | 1.73% | $11.9M | $39.03 |
| 2023 Q3 | ADDED | 305,861 | +10,936 | +3.7% | 1.74% | $10.7M | $34.99 |
As of 2025 Q4 — sorted by position size