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PINKERTON WEALTH, LLC: SGOL position timeline

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

PINKERTON WEALTH, LLC held 10,796 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 10,796 shares
    Change vs previous 13F -2,016 shares

    0.04% of the 13F portfolio, value $481,718.

    13F-HR 0001104659-26-088550 filed by PINKERTON WEALTH, 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 12,812 shares
    Change vs previous 13F -744 shares

    0.05% of the 13F portfolio, value $526,317.

    13F-HR 0001104659-26-041344 filed by PINKERTON WEALTH, 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 13,556 shares
    Change vs previous 13F -3,521 shares

    0.06% of the 13F portfolio, value $556,880.

    13F-HR 0001104659-26-011341 filed by PINKERTON WEALTH, 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 17,077 shares
    Change vs previous 13F -12,309 shares

    0.07% of the 13F portfolio, value $628,604.

    13F-HR 0001104659-25-110864 filed by PINKERTON WEALTH, 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 29,386 shares
    Change vs previous 13F -43,376 shares

    0.11% of the 13F portfolio, value $926,834.

    13F-HR 0001104659-25-077418 filed by PINKERTON WEALTH, 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 72,762 shares
    Change vs previous 13F -110,222 shares

    0.28% of the 13F portfolio, value $2,169,763.

    13F-HR 0001104659-25-043901 filed by PINKERTON WEALTH, 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 182,984 shares
    Change vs previous 13F -86,382 shares

    0.66% of the 13F portfolio, value $4,583,749.

    13F-HR 0001104659-25-014413 filed by PINKERTON WEALTH, 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 269,366 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $6,769,168.

    13F-HR 0001104659-24-116625 filed by PINKERTON WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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