IAU ISHARES GOLD

Ownership history in TSFG, LLC  ·  24 quarters on record

This page tracks every 13F SEC filing in which TSFG, LLC reported a position in ISHARES GOLD (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.

Peak position
2.02% (2025 Q4)
Avg. % of fund
0.33%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 166,259 +16,453 +11.0% 2.02% $13.5M $81.17
2025 Q3 ADDED 149,806 +36,788 +32.6% 1.73% $10.9M $72.77
2025 Q2 REDUCED 113,018 -4,199 -3.6% 1.28% $7.0M $62.36
2025 Q1 ADDED 117,217 +53,007 +82.6% 1.41% $6.9M $58.96
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IAU price (monthly, adj. close)
← Back to TSFG, LLC Holdings