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Disclosery

Ethos Financial Group, LLC: SGOL position timeline

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

Ethos Financial Group, LLC held 928,068 SGOL shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 928,068 shares
    Change vs previous 13F -96,328 shares

    2.39% of the 13F portfolio, value $35,738,242.

    13F-HR 0001954242-26-000004 filed by Ethos Financial Group, 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 1,024,396 shares
    Change vs previous 13F +27,071 shares

    3.34% of the 13F portfolio, value $45,698,473.

    13F-HR 0001954242-26-000003 filed by Ethos Financial Group, 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 997,325 shares
    Change vs previous 13F +23,905 shares

    3.03% of the 13F portfolio, value $40,970,111.

    13F-HR 0001954242-26-000002 filed by Ethos Financial Group, 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 973,420 shares
    Change vs previous 13F +19,334 shares

    2.81% of the 13F portfolio, value $35,831,590.

    13F-HR 0001954242-25-000007 filed by Ethos Financial Group, 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 954,086 shares
    Change vs previous 13F +97,067 shares

    2.59% of the 13F portfolio, value $30,090,611.

    13F-HR 0001954242-25-000005 filed by Ethos Financial Group, 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 857,019 shares
    Change vs previous 13F +7,231 shares

    2.06% of the 13F portfolio, value $21,501,816.

    13F-HR 0001954242-25-000003 filed by Ethos Financial Group, LLC
    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 849,788 shares
    Change vs previous 13F +89,717 shares

    2.78% of the 13F portfolio, value $21,286,187.

    13F-HR 0001954242-25-000002 filed by Ethos Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 760,071 shares
    Change vs previous 13F not available

    3.15% of the 13F portfolio, value $19,100,000.

    13F-HR 0001954242-24-000009 filed by Ethos Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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