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Disclosery

BFSG, LLC: SGOL position timeline

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

BFSG, LLC held 501,622 SGOL 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 501,622 shares
    Change vs previous 13F +2,180 shares

    1.7% of the 13F portfolio, value $19,176,990.

    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 499,442 shares
    Change vs previous 13F +2,093 shares

    2.11% of the 13F portfolio, value $22,285,080.

    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 497,349 shares
    Change vs previous 13F -5,737 shares

    1.99% of the 13F portfolio, value $20,431,077.

    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 503,086 shares
    Change vs previous 13F -3,695 shares

    1.8% of the 13F portfolio, value $18,518,578.

    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 506,781 shares
    Change vs previous 13F +107,408 shares

    1.79% of the 13F portfolio, value $15,983,857.

    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 399,373 shares
    Change vs previous 13F -8,785 shares

    1.45% of the 13F portfolio, value $11,909,288.

    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 408,158 shares
    Change vs previous 13F -4,319 shares

    1.2% of the 13F portfolio, value $10,224,346.

    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 412,477 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $10,365,535.

    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).