OAKWOOD CAPITAL MANAGEMENT LLC/CA: SGOL position timeline

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

OAKWOOD CAPITAL MANAGEMENT LLC/CA held 237,562 SGOL shares at 2021-06-30 per its 13F-HR filed 2021-07-22.

the latest 13F is the newest step

period ended2021-06-30
13F 237,562 shares
Change vs previous 13F -13,690 shares
1.04% of the 13F portfolio, value $4,036,000.
13F-HR 0001077148-21-000006 filed by OAKWOOD CAPITAL MANAGEMENT LLC/CA
Filed 2021-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-03-31
13F 251,252 shares
Change vs previous 13F +14,097 shares
1.21% of the 13F portfolio, value $4,121,000.
13F-HR 0001077148-21-000004 filed by OAKWOOD CAPITAL MANAGEMENT LLC/CA
Filed 2021-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2020-12-31
13F 237,155 shares
Change vs previous 13F -11,434 shares
1.32% of the 13F portfolio, value $4,335,000.
13F-HR 0001077148-21-000002 filed by OAKWOOD CAPITAL MANAGEMENT LLC/CA
Filed 2021-01-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:42:52 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2020-09-30
13F 248,589 shares
Change vs previous 13F not available
1.67% of the 13F portfolio, value $4,512,000.
13F-HR 0001077148-20-000008 filed by OAKWOOD CAPITAL MANAGEMENT LLC/CA
Filed 2020-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:48:21 UTC
Acceptance time not in the bulk data set (spec §4.2).