Source Financial Advisors LLC

SEC CIK: 0001830954
Latest filing: Nov 1, 2024

SEC filings (opens in a new tab)

IAU holding history

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

IAU overview All 13F holders of IAU Full Q3 2024 holdings

Shares (Q2 2021): 0; Sold out in Q2 2021
Value: $0
% of portfolio: 0.0%
Quarters held: 1; Since Q1 2021

Holdings of IAU by Source Financial Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2021	0	$0	0.0%	−13,392−100.0%	Sold outConverted for a 1-for-2 split	Holders
Q1 2021	26,783	$435.0K	0.1%	–	–	Holders

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