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BFSG, LLC: GLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BFSG, LLC on GLD, newest first. How the timeline and the estimate are built.

BFSG, LLC held 41,371 GLD shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,371 shares
    Change vs previous 13F -30 shares

    1.35% of the 13F portfolio, value $15,240,249.

    13F-HR 0001706836-26-000003 filed by BFSG, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 41,401 shares
    Change vs previous 13F -23 shares

    1.69% of the 13F portfolio, value $17,814,437.

    13F-HR 0001706836-26-000002 filed by BFSG, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 41,424 shares
    Change vs previous 13F -261 shares

    1.6% of the 13F portfolio, value $16,416,746.

    13F-HR 0001706836-26-000001 filed by BFSG, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 41,685 shares
    Change vs previous 13F -144 shares

    1.44% of the 13F portfolio, value $14,817,767.

    13F-HR 0001706836-25-000007 filed by BFSG, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 41,829 shares
    Change vs previous 13F -159 shares

    1.43% of the 13F portfolio, value $12,750,735.

    13F-HR 0001706836-25-000005 filed by BFSG, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 41,988 shares
    Change vs previous 13F -196 shares

    1.47% of the 13F portfolio, value $12,098,423.

    13F-HR 0001706836-25-000004 filed by BFSG, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 42,184 shares
    Change vs previous 13F +12,040 shares

    1.19% of the 13F portfolio, value $10,214,012.

    13F-HR 0001706836-25-000002 filed by BFSG, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 30,144 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $7,326,801.

    13F-HR 0001706836-24-000008 filed by BFSG, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).