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Castle Rock Wealth Management, LLC: SGOL position timeline

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

Castle Rock Wealth Management, LLC held 7,716 SGOL shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,716 shares
    Change vs previous 13F -51 shares

    0.06% of the 13F portfolio, value $306,171.

    13F-HR 0001085146-26-000860 filed by Castle Rock Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,767 shares
    Change vs previous 13F +171 shares

    0.06% of the 13F portfolio, value $298,641.

    13F-HR 0001727605-26-000004 filed by Castle Rock Wealth 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 ended2026-03-31
    13F 7,596 shares
    Change vs previous 13F -53,406 shares

    0.07% of the 13F portfolio, value $338,098.

    13F-HR 0001727605-26-000002 filed by Castle Rock Wealth 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 ended2025-12-31
    13F 61,002 shares
    Change vs previous 13F -6,190 shares

    0.62% of the 13F portfolio, value $2,851,233.

    13F-HR 0001727605-26-000001 filed by Castle Rock Wealth 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 ended2025-09-30
    13F 67,192 shares
    Change vs previous 13F +37 shares

    0.54% of the 13F portfolio, value $2,461,579.

    13F-HR 0001727605-25-000002 filed by Castle Rock Wealth 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 ended2025-06-30
    13F 67,155 shares
    Change vs previous 13F +137 shares

    0.51% of the 13F portfolio, value $2,173,807.

    13F-HR 0001085146-25-004102 filed by Castle Rock Wealth 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 ended2025-03-31
    13F 67,018 shares
    Change vs previous 13F +706 shares

    0.54% of the 13F portfolio, value $1,991,004.

    13F-HR 0001085146-25-001933 filed by Castle Rock Wealth 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 ended2024-12-31
    13F 66,312 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,826,232.

    13F-HR 0001085146-25-001807 filed by Castle Rock Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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