BFSG, LLC's iShares Gold Trust Holding Summary
As of 2025-06-30, BFSG, LLC held 372,940.00 shares of iShares Gold Trust(IAU), totaling $23.26 Mil. This investment constitutes 2.6% of their stock portfolio, and BFSG, LLC now holds 0.05% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2020Q1. And since then BFSG, LLC has made 14 purchases of IAU, at an average price of $35.01, for a total of 1.01 Mil shares. In addition, there have been 8 sales at an average price of $35.14 for 639,781.50 shares. Based on historical transaction data and IAU's current price of $63.13, BFSG, LLC's estimated gain on his IAU holdings is $10.57 Mil, reflecting a 29.81% gain to date.
BFSG, LLC IAU ($63.13) Holding Chart
BFSG, LLC IAU ($63.13) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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