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Lifeworks Advisors, LLC: SGOL position timeline

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

Lifeworks Advisors, LLC held 17,841 SGOL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,841 shares
    Change vs previous 13F -3,363 shares

    0.07% of the 13F portfolio, value $682,054.

    13F-HR 0001951757-26-001262 filed by Lifeworks Advisors, 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 21,204 shares
    Change vs previous 13F -37,039 shares

    0.12% of the 13F portfolio, value $946,113.

    13F-HR 0001951757-26-000767 filed by Lifeworks Advisors, 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 58,243 shares
    Change vs previous 13F -29,032 shares

    0.31% of the 13F portfolio, value $2,392,608.

    13F-HR 0001951757-26-000453 filed by Lifeworks Advisors, 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 87,275 shares
    Change vs previous 13F -14,027 shares

    0.43% of the 13F portfolio, value $3,212,593.

    13F-HR 0001951757-25-001383 filed by Lifeworks Advisors, 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 101,302 shares
    Change vs previous 13F -11,792 shares

    0.48% of the 13F portfolio, value $3,195,065.

    13F-HR 0001951757-25-001025 filed by Lifeworks Advisors, 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 113,094 shares
    Change vs previous 13F -77,375 shares

    0.56% of the 13F portfolio, value $3,372,463.

    13F-HR 0001951757-25-000515 filed by Lifeworks Advisors, 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 190,469 shares
    Change vs previous 13F +55,713 shares

    0.86% of the 13F portfolio, value $4,771,248.

    13F-HR 0001951757-25-000200 filed by Lifeworks Advisors, 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 134,756 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $3,386,418.

    13F-HR 0001951757-24-001176 filed by Lifeworks Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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