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Disclosery

Belpointe Asset Management LLC: SGOL position timeline

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

Belpointe Asset Management LLC held 32,231 SGOL shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,231 shares
    Change vs previous 13F -20,926 shares

    0.04% of the 13F portfolio, value $1,232,191.

    13F-HR 0001721242-26-000005 filed by Belpointe Asset Management 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 53,157 shares
    Change vs previous 13F +6,099 shares

    0.09% of the 13F portfolio, value $2,371,865.

    13F-HR 0001721242-26-000004 filed by Belpointe Asset Management 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 47,058 shares
    Change vs previous 13F +14,319 shares

    0.07% of the 13F portfolio, value $1,933,142.

    13F-HR 0001721242-26-000001 filed by Belpointe Asset Management 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 32,739 shares
    Change vs previous 13F +1,989 shares

    0.05% of the 13F portfolio, value $1,205,123.

    13F-HR 0001721242-25-000007 filed by Belpointe Asset Management 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 30,750 shares
    Change vs previous 13F +2,016 shares

    0.04% of the 13F portfolio, value $969,865.

    13F-HR 0001721242-25-000005 filed by Belpointe Asset Management 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 28,734 shares
    Change vs previous 13F +2,826 shares

    0.04% of the 13F portfolio, value $856,715.

    13F-HR 0001721242-25-000004 filed by Belpointe Asset Management 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 25,908 shares
    Change vs previous 13F -3,488 shares

    0.04% of the 13F portfolio, value $619,487.

    13F-HR 0001721242-25-000002 filed by Belpointe Asset Management 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 29,396 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $738,725.

    13F-HR 0001721242-24-000011 filed by Belpointe Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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