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Ford Financial Group, LLC

SEC CIK
0001730887
Latest filing
May 11, 2023

IAU holding history

iShares Gold Trust in every 13F filed by Ford Financial Group, 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 Q1 2023 holdings

Shares (Q1 2023)
0
Sold out in Q1 2023
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q1 2021
Holdings of IAU by Ford Financial Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20230$00.0%−7,132−100.0%Sold outHolders
Q4 20227,132$246.7K0.1%−310−4.2%ReducedHolders
Q3 20227,442$234.0K0.1%−19,438−72.3%ReducedHolders
Q2 202226,880$922.0K0.4%+26,880NewHolders
Q1 20220$00.0%−57,993−100.0%Sold outHolders
Q4 202157,993$2.02M0.7%−67−0.1%ReducedHolders
Q3 202158,060$1.94M0.7%+3,290+6.0%AddedHolders
Q2 202154,770$1.85M0.7%+3,102+6.0%AddedConverted for a 1-for-2 splitHolders
Q1 2021103,337$1.68M0.7%––Holders

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