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Disclosery

180 WEALTH ADVISORS, LLC: SGOL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 180 WEALTH ADVISORS, LLC on SGOL, newest first. How the timeline and the estimate are built.

180 WEALTH ADVISORS, LLC held 312,216 SGOL shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 312,216 shares
    Change vs previous 13F -4,204 shares

    1.2% of the 13F portfolio, value $11,936,001.

    13F-HR 0001730817-26-000004 filed by 180 WEALTH ADVISORS, 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 316,420 shares
    Change vs previous 13F +14,413 shares

    1.6% of the 13F portfolio, value $14,118,641.

    13F-HR 0001730817-26-000002 filed by 180 WEALTH ADVISORS, 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 302,007 shares
    Change vs previous 13F +4,272 shares

    1.41% of the 13F portfolio, value $12,406,429.

    13F-HR 0001730817-26-000001 filed by 180 WEALTH ADVISORS, 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 297,735 shares
    Change vs previous 13F +4,825 shares

    1.34% of the 13F portfolio, value $10,959,609.

    13F-HR 0001730817-25-000002 filed by 180 WEALTH ADVISORS, 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 292,910 shares
    Change vs previous 13F +51 shares

    1.29% of the 13F portfolio, value $9,238,368.

    13F-HR 0001085146-25-004341 filed by 180 WEALTH ADVISORS, 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 292,859 shares
    Change vs previous 13F +2,395 shares

    1.39% of the 13F portfolio, value $8,733,070.

    13F-HR 0001085146-25-001941 filed by 180 WEALTH ADVISORS, 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 290,464 shares
    Change vs previous 13F +5,607 shares

    1.14% of the 13F portfolio, value $7,276,136.

    13F-HR 0001085146-25-000154 filed by 180 WEALTH ADVISORS, 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 284,857 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $7,158,463.

    13F-HR 0001085146-24-005280 filed by 180 WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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