Skip to content
Disclosery

Fiduciary Alliance LLC: SGOL position timeline

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

Fiduciary Alliance LLC held 173,198 SGOL shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 173,198 shares
    Change vs previous 13F -18,180 shares

    0.52% of the 13F portfolio, value $6,851,732.

    13F-HR 0001954805-26-000006 filed by Fiduciary Alliance LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 191,378 shares
    Change vs previous 13F -59,679 shares

    0.49% of the 13F portfolio, value $7,316,381.

    13F-HR 0001954805-26-000004 filed by Fiduciary Alliance 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 251,057 shares
    Change vs previous 13F -6,580 shares

    0.69% of the 13F portfolio, value $11,468,284.

    13F-HR 0001954805-26-000003 filed by Fiduciary Alliance 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 257,637 shares
    Change vs previous 13F +47,861 shares

    0.69% of the 13F portfolio, value $10,583,728.

    13F-HR 0001954805-26-000001 filed by Fiduciary Alliance 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 209,776 shares
    Change vs previous 13F -6,747 shares

    0.52% of the 13F portfolio, value $7,721,855.

    13F-HR 0001954805-25-000008 filed by Fiduciary Alliance 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 216,523 shares
    Change vs previous 13F -10,977 shares

    0.51% of the 13F portfolio, value $6,829,135.

    13F-HR 0001954805-25-000004 filed by Fiduciary Alliance 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 227,500 shares
    Change vs previous 13F +3,527 shares

    0.67% of the 13F portfolio, value $6,784,050.

    13F-HR 0001954805-25-000003 filed by Fiduciary Alliance 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 223,973 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $5,610,524.

    13F-HR 0001954805-25-000002 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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