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Bison Wealth, LLC: SGOL position timeline

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

Bison Wealth, LLC held 15,867 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 15,867 shares
    Change vs previous 13F -110,048 shares

    0.06% of the 13F portfolio, value $629,127.

    13F-HR 0001493152-26-032296 filed by Bison Wealth, 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 125,915 shares
    Change vs previous 13F +47,502 shares

    0.55% of the 13F portfolio, value $5,623,342.

    13F-HR 0001493152-26-023586 filed by Bison Wealth, 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 78,413 shares
    Change vs previous 13F -65,069 shares

    0.38% of the 13F portfolio, value $3,362,328.

    13F-HR 0001493152-26-012336 filed by Bison Wealth, 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 143,482 shares
    Change vs previous 13F -36,812 shares

    0.51% of the 13F portfolio, value $5,483,870.

    13F-HR 0001493152-25-021659 filed by Bison Wealth, 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 180,294 shares
    Change vs previous 13F -75,666 shares

    0.46% of the 13F portfolio, value $5,771,201.

    13F-HR 0001641172-25-019676 filed by Bison Wealth, 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 255,960 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $8,049,926.

    13F-HR 0001641172-25-009192 filed by Bison Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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