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Disclosery

Costello Asset Management, INC: SGOL position timeline

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

Costello Asset Management, INC held 2,237 SGOL shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,237 shares
    Change vs previous 13F -514 shares

    0.03% of the 13F portfolio, value $85,521.

    13F-HR 0001760145-26-000004 filed by Costello Asset Management, 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 2,751 shares
    Change vs previous 13F +100 shares

    0.04% of the 13F portfolio, value $122,750.

    13F-HR 0001760145-26-000003 filed by Costello Asset Management, 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 2,651 shares
    Change vs previous 13F +100 shares

    0.04% of the 13F portfolio, value $108,903.

    13F-HR 0001760145-26-000001 filed by Costello Asset Management, 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 2,551 shares
    Change vs previous 13F +10 shares

    0.03% of the 13F portfolio, value $93,902.

    13F-HR 0001760145-25-000006 filed by Costello Asset Management, 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 2,541 shares
    Change vs previous 13F +28 shares

    0.03% of the 13F portfolio, value $80,143.

    13F-HR 0001760145-25-000003 filed by Costello Asset Management, 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 2,513 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $74,938.

    13F-HR 0001760145-25-000002 filed by Costello Asset Management, INC
    Filed (acceptance time not in the bulk data set), ingested

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