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Livermore
Livermore
ZHEN

BFSG, LLC

SEC CIK
0001706836
Latest filing
Jul 20, 2026

IAU holding history

iShares Gold Trust in every 13F filed by BFSG, 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 Q2 2026 holdings

Shares (Q2 2026)
397,969
Value
$30.1M
% of portfolio
2.7%
Quarters held
21
Since Q1 2021
Holdings of IAU by BFSG, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026397,969$30.1M2.7%+11,108+2.9%AddedHolders
Q1 2026386,861$34.1M3.2%+3,076+0.8%AddedHolders
Q4 2025383,785$31.2M3.0%+2,769+0.7%AddedHolders
Q3 2025381,016$27.7M2.7%+8,076+2.2%AddedHolders
Q2 2025372,940$23.3M2.6%+3,933+1.1%AddedHolders
Q1 2025369,007$21.8M2.6%−1,596−0.4%ReducedHolders
Q4 2024370,603$18.3M2.1%+590.0%AddedHolders
Q3 2024370,544$18.4M2.1%+25,073+7.3%AddedHolders
Q2 2024345,471$15.2M1.9%+32,215+10.3%AddedHolders
Q1 2024313,256$13.2M1.7%+7,972+2.6%AddedHolders
Q4 2023305,284$11.9M1.7%−577−0.2%ReducedHolders
Q3 2023305,861$10.7M1.7%+10,936+3.7%AddedHolders
Q2 2023294,925$10.7M1.8%+8,242+2.9%AddedHolders
Q1 2023286,683$10.7M2.0%+1,412+0.5%AddedHolders
Q4 2022285,271$9.87M2.0%−3,197−1.1%ReducedHolders
Q3 2022288,468$9.10M1.9%−22,936−7.4%ReducedHolders
Q2 2022311,404$10.7M1.9%−156,105−33.4%ReducedHolders
Q1 2022467,509$17.2M2.7%−2040.0%ReducedHolders
Q4 2021467,713$16.3M2.3%−6,261−1.3%ReducedHolders
Q3 2021473,974$15.8M2.4%+473,974NewHolders
Q2 20210$00.0%−448,906−100.0%Sold outConverted for a 1-for-2 splitHolders
Q1 2021897,811$14.6M2.4%––Holders

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