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Disclosery

Blue Trust, Inc.: SGOL position timeline

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

Blue Trust, Inc. held 391,720 SGOL shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 391,720 shares
    Change vs previous 13F -7,130 shares

    0.16% of the 13F portfolio, value $14,975,459.

    13F-HR 0001856022-26-000004 filed by Blue Trust, Inc.
    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 398,850 shares
    Change vs previous 13F -14,530 shares

    0.2% of the 13F portfolio, value $17,796,691.

    13F-HR 0001856022-26-000003 filed by Blue Trust, Inc.
    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 413,380 shares
    Change vs previous 13F -15,127 shares

    0.19% of the 13F portfolio, value $16,981,654.

    13F-HR 0001856022-26-000001 filed by Blue Trust, Inc.
    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 428,507 shares
    Change vs previous 13F -17,308 shares

    0.18% of the 13F portfolio, value $15,773,345.

    13F-HR 0001856022-25-000008 filed by Blue Trust, Inc.
    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 445,815 shares
    Change vs previous 13F -56,851 shares

    0.17% of the 13F portfolio, value $14,061,007.

    13F-HR 0001856022-25-000007 filed by Blue Trust, Inc.
    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 502,666 shares
    Change vs previous 13F -42,436 shares

    0.19% of the 13F portfolio, value $14,989,502.

    13F-HR 0001856022-25-000006 filed by Blue Trust, Inc.
    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/A 545,102 shares
    Change vs previous 13F -61,848 shares

    0.17% of the 13F portfolio, value $13,654,807.

    13F-HR/A 0001856022-25-000004 filed by Blue Trust, Inc.
    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 606,950 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $13,486,433.

    13F-HR 0001856022-24-000006 filed by Blue Trust, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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