Skip to content
Disclosery

Beacon Pointe Advisors, LLC: SGOL position timeline

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

Beacon Pointe Advisors, LLC held 59,458 SGOL shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,458 shares
    Change vs previous 13F +9,123 shares

    0.01% of the 13F portfolio, value $2,273,084.

    13F-HR 0002085853-26-001042 filed by Beacon Pointe 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 50,335 shares
    Change vs previous 13F +8,060 shares

    0.01% of the 13F portfolio, value $2,245,948.

    13F-HR 0002085853-26-000598 filed by Beacon Pointe 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 42,275 shares
    Change vs previous 13F -751 shares

    0.01% of the 13F portfolio, value $1,736,657.

    13F-HR 0002085853-26-000279 filed by Beacon Pointe 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 43,026 shares
    Change vs previous 13F -2,569 shares

    0.01% of the 13F portfolio, value $1,583,788.

    13F-HR 0001941040-25-000654 filed by Beacon Pointe 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 45,595 shares
    Change vs previous 13F +3,047 shares

    0.02% of the 13F portfolio, value $1,438,066.

    13F-HR 0001941040-25-000481 filed by Beacon Pointe 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 42,548 shares
    Change vs previous 13F +1,826 shares

    0.01% of the 13F portfolio, value $1,268,781.

    13F-HR 0001941040-25-000288 filed by Beacon Pointe 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 40,722 shares
    Change vs previous 13F +160 shares

    0.01% of the 13F portfolio, value $1,020,086.

    13F-HR 0001941040-25-000169 filed by Beacon Pointe 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 40,562 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,019,323.

    13F-HR 0001941040-24-000522 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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