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Sequoia Financial Advisors, LLC: SGOL position timeline

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

Sequoia Financial Advisors, LLC held 26,500 SGOL shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,500 shares
    Change vs previous 13F +200 shares

    0.01% of the 13F portfolio, value $1,013,095.

    13F-HR 0001599900-26-000003 filed by Sequoia Financial 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 26,300 shares
    Change vs previous 13F -1,085 shares

    0.01% of the 13F portfolio, value $1,173,507.

    13F-HR 0001599900-26-000002 filed by Sequoia Financial 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 27,385 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,124,976.

    13F-HR 0001599900-26-000001 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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