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MRWM Advisors, LLC: SGOL position timeline

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

MRWM Advisors, LLC held 337,082 SGOL shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 337,082 shares
    Change vs previous 13F +8,785 shares

    5.3% of the 13F portfolio, value $12,886,645.

    13F-HR 0001754960-26-000660 filed by MRWM 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 328,297 shares
    Change vs previous 13F -12,048 shares

    7.94% of the 13F portfolio, value $14,648,612.

    13F-HR 0001754960-26-000284 filed by MRWM 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 340,345 shares
    Change vs previous 13F -15,242 shares

    7.5% of the 13F portfolio, value $13,981,373.

    13F-HR 0001754960-26-000115 filed by MRWM 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 355,587 shares
    Change vs previous 13F +14,575 shares

    7.45% of the 13F portfolio, value $13,089,157.

    13F-HR 0001754960-25-000717 filed by MRWM 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 341,012 shares
    Change vs previous 13F +51,350 shares

    6.73% of the 13F portfolio, value $10,755,518.

    13F-HR 0001754960-25-000620 filed by MRWM 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 289,662 shares
    Change vs previous 13F -20,226 shares

    6% of the 13F portfolio, value $8,637,721.

    13F-HR 0001754960-25-000621 filed by MRWM 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 309,888 shares
    Change vs previous 13F not available

    6.08% of the 13F portfolio, value $7,762,694.

    13F-HR 0001754960-25-000622 filed by MRWM Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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