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IFP Advisors, Inc: SGOL position timeline

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

IFP Advisors, Inc held 52,629 SGOL shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,629 shares
    Change vs previous 13F +3,314 shares

    0.04% of the 13F portfolio, value $2,012,007.

    13F-HR 0001641866-26-000004 filed by IFP Advisors, Inc
    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 49,315 shares
    Change vs previous 13F +1,174 shares

    0.05% of the 13F portfolio, value $2,200,435.

    13F-HR 0001641866-26-000003 filed by IFP Advisors, Inc
    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 48,141 shares
    Change vs previous 13F -4,645 shares

    0.04% of the 13F portfolio, value $1,977,632.

    13F-HR 0001641866-26-000001 filed by IFP Advisors, Inc
    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/A 52,786 shares
    Change vs previous 13F +1,821 shares

    0.05% of the 13F portfolio, value $1,943,053.

    13F-HR/A 0001641866-26-000002 filed by IFP Advisors, Inc
    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 50,965 shares
    Change vs previous 13F -3,252 shares

    0.05% of the 13F portfolio, value $1,607,413.

    13F-HR 0001641866-25-000009 filed by IFP Advisors, Inc
    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 54,217 shares
    Change vs previous 13F -3,149 shares

    0.05% of the 13F portfolio, value $1,616,753.

    13F-HR 0001641866-25-000006 filed by IFP Advisors, Inc
    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 57,366 shares
    Change vs previous 13F -5,687 shares

    0.05% of the 13F portfolio, value $1,437,013.

    13F-HR 0001641866-25-000004 filed by IFP Advisors, Inc
    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 63,053 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,584,524.

    13F-HR 0001641866-25-000003 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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