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Disclosery

BFSG, LLC: IAU position timeline

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

BFSG, LLC held 397,969 IAU 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 397,969 shares
    Change vs previous 13F +11,108 shares

    2.67% of the 13F portfolio, value $30,050,602.

    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 386,861 shares
    Change vs previous 13F +3,076 shares

    3.23% of the 13F portfolio, value $34,105,622.

    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 383,785 shares
    Change vs previous 13F +2,769 shares

    3.03% of the 13F portfolio, value $31,151,788.

    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 381,016 shares
    Change vs previous 13F +8,076 shares

    2.69% of the 13F portfolio, value $27,726,498.

    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 372,940 shares
    Change vs previous 13F +3,933 shares

    2.6% of the 13F portfolio, value $23,256,508.

    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 369,007 shares
    Change vs previous 13F -1,596 shares

    2.65% of the 13F portfolio, value $21,756,624.

    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 370,603 shares
    Change vs previous 13F +59 shares

    2.15% of the 13F portfolio, value $18,348,530.

    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 370,544 shares
    Change vs previous 13F not available

    2.14% of the 13F portfolio, value $18,416,012.

    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).