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Savvy Advisors, Inc.: SGOL position timeline

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

Savvy Advisors, Inc. held 305,941 SGOL shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 305,941 shares
    Change vs previous 13F -42,863 shares

    0.25% of the 13F portfolio, value $11,696,124.

    13F-HR 0002003633-26-000004 filed by Savvy 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 348,804 shares
    Change vs previous 13F -111,307 shares

    0.42% of the 13F portfolio, value $15,563,634.

    13F-HR 0002003633-26-000003 filed by Savvy 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 460,111 shares
    Change vs previous 13F -19,502 shares

    0.61% of the 13F portfolio, value $18,901,360.

    13F-HR 0002003633-26-000001 filed by Savvy 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 479,613 shares
    Change vs previous 13F -5,847 shares

    0.81% of the 13F portfolio, value $17,654,555.

    13F-HR 0002003633-25-000008 filed by Savvy 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 485,460 shares
    Change vs previous 13F -2,408 shares

    1.02% of the 13F portfolio, value $15,311,408.

    13F-HR 0002003633-25-000005 filed by Savvy 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 487,868 shares
    Change vs previous 13F +58,052 shares

    1.46% of the 13F portfolio, value $14,548,231.

    13F-HR 0002003633-25-000004 filed by Savvy 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 429,816 shares
    Change vs previous 13F +372,223 shares

    1.29% of the 13F portfolio, value $10,766,897.

    13F-HR 0002003633-25-000002 filed by Savvy 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 57,593 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,447,318.

    13F-HR 0002003633-24-000005 filed by Savvy Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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