Ownership history in BFSG, LLC Β· 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 β sourced directly from SEC EDGAR 13F filings.
π BFSG, LLC underperformed the S&P 500 by β1.2% annually on this IAU position. Timing score: 55% (12/22 decisions correct). Average cost basis: $35.84. Maximum drawdown during holding period: β14.4%.
β οΈ Trailed SPY by 1.2% ann. on this position.
22 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
12 of 22 add/trim decisions correct
Best entry: $30.14 (2020 Q1) Β· Worst: $81.17 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
15 adds Β· 8 trims. Bought during 4 of 6 down-price quarters. π More buys than sells across the holding period.
π BFSG, LLC has been actively increasing its IAU allocation β a bullish signal from insiders.
Currently 3.02% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size