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BFSG LLC’s iShares Gold Trust IAU Stock Holding History

BFSG LLC’s Portfolio IAU Stock Details IAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$30.1M Buy
397,969
+11,108
+3% +$943K 2.66% 3
2026
Q1 		$34.1M Buy
386,861
+3,076
+0.8% +$282K 3.23% 2
2025
Q4 		$31.2M Buy
383,785
+2,769
+0.7% +$217K 3.02% 3
2025
Q3 		$27.7M Buy
381,016
+8,076
+2% +$527K 2.68% 4
2025
Q2 		$23.3M Buy
372,940
+3,933
+1% +$244K 2.6% 4
2025
Q1 		$21.8M Sell
369,007
-1,596
-0.4% -$86.3K 2.65% 3
2024
Q4 		$18.3M Buy
370,603
+59
+0% +$2.96K 2.15% 6
2024
Q3 		$18.4M Buy
370,544
+25,073
+7% +$1.17M 2.14% 6
2024
Q2 		$15.2M Buy
345,471
+32,215
+10% +$1.42M 1.92% 6
2024
Q1 		$13.2M Buy
313,256
+7,972
+3% +$313K 1.74% 7
2023
Q4 		$11.9M Sell
305,284
-577
-0.2% -$21.6K 1.73% 6
2023
Q3 		$10.7M Buy
305,861
+10,936
+4% +$399K 1.74% 9
2023
Q2 		$10.7M Buy
294,925
+8,242
+3% +$309K 1.82% 7
2023
Q1 		$10.7M Buy
286,683
+1,412
+0.5% +$50.7K 1.98% 4
2022
Q4 		$9.87M Sell
285,271
-3,197
-1% -$105K 1.98% 5
2022
Q3 		$9.1M Sell
288,468
-22,936
-7% -$752K 1.93% 8
2022
Q2 		$10.7M Sell
311,404
-156,105
-33% -$5.55M 1.93% 8
2022
Q1 		$17.2M Sell
467,509
-204
-0% -$7.29K 2.73% 3
2021
Q4 		$16.3M Sell
467,713
-6,261
-1% -$214K 2.26% 4
2021
Q3 		$15.8M Buy
+473,974
New +$16.1M 2.42% 3
2021
Q2 		– Sell
-448,906
Closed -$14.6M – 162
2021
Q1 		$14.6M Buy
448,906
+24,236
+6% +$828K 2.37% 2
2020
Q4 		$15.4M Buy
424,670
+147,775
+53% +$5.29M 2.55% 3
2020
Q3 		$9.96M Buy
276,895
+101,655
+58% +$3.71M 1.86% 10
2020
Q2 		$5.96M Buy
175,240
+107,455
+159% +$3.52M 1.28% 24
2020
Q1 		$2.04M Buy
+67,785
New +$2.05M 0.52% 63

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

BFSG LLC's IAU Position: Q2 2026 in Review

BFSG LLC increased its iShares Gold Trust (IAU) stake by 2.9% in Q2 2026, buying an estimated $943K and bringing the position to 397,969 shares worth $30.1M. The position accounts for 2.66% of the portfolio, ranked #3.

BFSG LLC first reported a position in IAU in Q1 2020 and has held it in 25 quarters since. The position peaked at $34.1M in Q1 2026. 1,908 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • BFSG LLC held 397,969 shares of iShares Gold Trust worth $30.1M as of Q2 2026.
  • BFSG LLC bought 11,108 iShares Gold Trust shares in Q2 2026, an estimated $943K.
  • iShares Gold Trust made up 2.66% of BFSG LLC's portfolio in Q2 2026, its #3 holding.
  • BFSG LLC first reported a position in iShares Gold Trust in Q1 2020 and has held it in 25 quarters since.
  • BFSG LLC's iShares Gold Trust position peaked at $34.1M in Q1 2026.
  • 1,908 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.