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Bridgeworth, LLC

SEC CIK
0001691804
Latest filing
Jan 26, 2024

IAU holding history

iShares Gold Trust in every 13F filed by Bridgeworth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IAU overviewAll 13F holders of IAUFull Q4 2023 holdings

Shares (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q1 2021
Holdings of IAU by Bridgeworth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−14,731−100.0%Sold outHolders
Q1 202314,731$550.5K0.1%00.0%UnchangedHolders
Q4 202214,731$509.5K0.1%+14,731NewHolders
Q3 20220$00.0%−7,031−100.0%Sold outHolders
Q2 20227,031$241.0K0.1%−6,998−49.9%ReducedHolders
Q1 202214,029$517.0K0.1%−291−2.0%ReducedHolders
Q4 202114,320$498.0K0.1%−46,290−76.4%ReducedHolders
Q3 202160,610$2.02M0.6%−13,093−17.8%ReducedHolders
Q2 202173,703$2.48M0.7%00.0%UnchangedConverted for a 1-for-2 splitHolders
Q1 2021147,561$2.40M0.8%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.