Arkadios Wealth Advisors: SGOL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Arkadios Wealth Advisors on SGOL, newest first. How the timeline and the estimate are built.
Arkadios Wealth Advisors held 106,936 SGOL shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 106,936 sharesChange vs previous 13F +2,789 shares
0.06% of the 13F portfolio, value $4,088,163.
13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 104,147 sharesChange vs previous 13F -330 shares
0.08% of the 13F portfolio, value $4,647,039.
13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 104,477 sharesChange vs previous 13F +3,381 shares
0.09% of the 13F portfolio, value $4,291,915.
13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 101,096 sharesChange vs previous 13F +1,993 shares
0.09% of the 13F portfolio, value $3,721,344.
13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 99,103 sharesChange vs previous 13F -2,418 shares
0.09% of the 13F portfolio, value $3,125,709.
13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 101,521 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $3,027,356.
13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).