Ownership history in Security Financial Services, INC. · 5 quarters on record
This page tracks every 13F SEC filing in which Security Financial Services, INC. reported a position in ISHARES GOLD TR (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 | REDUCED | 146,000 | -10,798 | -6.9% | 1.86% | $11.9M | $81.17 |
| 2025 Q3 | ADDED | 156,798 | +39,662 | +33.9% | 1.84% | $11.4M | $72.77 |
| 2025 Q2 | REDUCED | 117,136 | -7,816 | -6.3% | 1.29% | $7.3M | $62.36 |
| 2025 Q1 | ADDED | 124,952 | +70,034 | +127.5% | 1.46% | $7.4M | $58.96 |
As of 2025 Q4 — sorted by position size