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CAPTRUST FINANCIAL ADVISORS: SGOL position timeline

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

CAPTRUST FINANCIAL ADVISORS held 161,221 SGOL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 161,221 shares
    Change vs previous 13F +7,936 shares

    0.01% of the 13F portfolio, value $6,163,480.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 153,285 shares
    Change vs previous 13F +3,898 shares

    0.01% of the 13F portfolio, value $6,839,578.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 149,387 shares
    Change vs previous 13F -533 shares

    0.01% of the 13F portfolio, value $6,136,819.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 149,920 shares
    Change vs previous 13F +5,407 shares

    0.01% of the 13F portfolio, value $5,518,556.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 144,513 shares
    Change vs previous 13F +7,017 shares

    0.01% of the 13F portfolio, value $4,557,940.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 137,496 shares
    Change vs previous 13F -14,414 shares

    0.01% of the 13F portfolio, value $4,100,131.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 151,910 shares
    Change vs previous 13F -2,861 shares

    0.01% of the 13F portfolio, value $3,805,346.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 154,771 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,889,395.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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