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FIDUCIARY FINANCIAL GROUP, LLC: SGOL position timeline

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

FIDUCIARY FINANCIAL GROUP, LLC held 62,443 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 62,443 shares
    Change vs previous 13F -7,253 shares

    0.29% of the 13F portfolio, value $2,470,245.

    13F-HR 0001754960-26-000845 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 69,696 shares
    Change vs previous 13F -1,284 shares

    0.3% of the 13F portfolio, value $2,664,478.

    13F-HR 0001754960-26-000471 filed by FIDUCIARY 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 ended2026-03-31
    13F 70,980 shares
    Change vs previous 13F -4,452 shares

    0.42% of the 13F portfolio, value $3,167,128.

    13F-HR 0001754960-26-000225 filed by FIDUCIARY 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 ended2025-12-31
    13F 75,432 shares
    Change vs previous 13F -1,940 shares

    0.44% of the 13F portfolio, value $3,098,747.

    13F-HR 0001754960-26-000021 filed by FIDUCIARY 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 ended2025-09-30
    13F 77,372 shares
    Change vs previous 13F -2,689 shares

    0.45% of the 13F portfolio, value $2,848,063.

    13F-HR 0001754960-25-000648 filed by FIDUCIARY 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 ended2025-06-30
    13F 80,061 shares
    Change vs previous 13F -3,022 shares

    0.46% of the 13F portfolio, value $2,548,342.

    13F-HR 0001754960-25-000315 filed by FIDUCIARY 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 ended2025-03-31
    13F 83,083 shares
    Change vs previous 13F -3,334 shares

    0.55% of the 13F portfolio, value $2,514,092.

    13F-HR 0001754960-25-000185 filed by FIDUCIARY 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 ended2024-12-31
    13F 86,417 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $2,219,189.

    13F-HR 0001754960-25-000008 filed by FIDUCIARY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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