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
2024 Q4 ADDED 64,210 +62,337 +3328.2% 0.65% $3.2M $49.51
2024 Q3 REDUCED 1,873 -240 -11.4% 0.02% $93K $49.70
2024 Q2 REDUCED 2,113 -17 -0.8% 0.02% $93K $43.93
2024 Q1 REDUCED 2,130 -774 -26.7% 0.02% $89K $42.01
2023 Q4 REDUCED 2,904 -278 -8.7% 0.04% $113K $39.03
2023 Q3 ADDED 3,182 +23 +0.7% 0.04% $111K $34.99
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IAU price (monthly, adj. close)
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