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Disclosery

GeoWealth Management, LLC: SGOL position timeline

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

GeoWealth Management, LLC held 20,021 SGOL shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,021 shares
    Change vs previous 13F -30,384 shares

    0.02% of the 13F portfolio, value $765,374.

    13F-HR 0001593387-26-000006 filed by GeoWealth Management, 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 50,405 shares
    Change vs previous 13F +41,972 shares

    0.08% of the 13F portfolio, value $2,249,038.

    13F-HR 0001593387-26-000004 filed by GeoWealth Management, 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 8,433 shares
    Change vs previous 13F -51,645 shares

    0.01% of the 13F portfolio, value $346,429.

    13F-HR 0001593387-26-000002 filed by GeoWealth Management, 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 60,078 shares
    Change vs previous 13F -9,012 shares

    0.08% of the 13F portfolio, value $2,211,471.

    13F-HR 0001593387-25-000007 filed by GeoWealth Management, 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 69,090 shares
    Change vs previous 13F -13,741 shares

    0.09% of the 13F portfolio, value $2,179,100.

    13F-HR 0001593387-25-000006 filed by GeoWealth Management, 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 82,831 shares
    Change vs previous 13F +33,690 shares

    0.1% of the 13F portfolio, value $2,470,019.

    13F-HR 0001593387-25-000004 filed by GeoWealth Management, 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 49,141 shares
    Change vs previous 13F -3,178 shares

    0.04% of the 13F portfolio, value $1,230,982.

    13F-HR 0001593387-25-000002 filed by GeoWealth Management, 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 52,319 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,314,776.

    13F-HR 0001593387-24-000007 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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