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Financial & Tax Architects, LLC: SGOL position timeline

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

Financial & Tax Architects, LLC held 29,488 SGOL shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,488 shares
    Change vs previous 13F +1,954 shares

    0.24% of the 13F portfolio, value $1,127,326.

    13F-HR 0001758543-26-000004 filed by Financial & Tax Architects, 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 27,534 shares
    Change vs previous 13F -11,850 shares

    0.27% of the 13F portfolio, value $1,228,567.

    13F-HR 0001758543-26-000003 filed by Financial & Tax Architects, 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 39,384 shares
    Change vs previous 13F -9,097 shares

    0.36% of the 13F portfolio, value $1,617,895.

    13F-HR 0001758543-26-000001 filed by Financial & Tax Architects, 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 48,481 shares
    Change vs previous 13F +1,284 shares

    0.39% of the 13F portfolio, value $1,784,586.

    13F-HR 0001758543-25-000002 filed by Financial & Tax Architects, 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 47,197 shares
    Change vs previous 13F -4,514 shares

    0.36% of the 13F portfolio, value $1,488,593.

    13F-HR 0001214659-25-012000 filed by Financial & Tax Architects, 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 51,711 shares
    Change vs previous 13F +2,640 shares

    0.39% of the 13F portfolio, value $1,542,022.

    13F-HR 0001214659-25-007031 filed by Financial & Tax Architects, 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 49,071 shares
    Change vs previous 13F -12,903 shares

    0.31% of the 13F portfolio, value $1,229,229.

    13F-HR 0001214659-25-000660 filed by Financial & Tax Architects, 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 61,974 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,557,407.

    13F-HR 0001214659-24-018843 filed by Financial & Tax Architects, LLC
    Filed (acceptance time not in the bulk data set), ingested

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