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SHEETS SMITH WEALTH MANAGEMENT: SGOL position timeline

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

SHEETS SMITH WEALTH MANAGEMENT held 55,878 SGOL shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,878 shares
    Change vs previous 13F +434 shares

    0.21% of the 13F portfolio, value $2,136,220.

    13F-HR 0001398344-26-012106 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 55,444 shares
    Change vs previous 13F -1,842 shares

    0.28% of the 13F portfolio, value $2,473,912.

    13F-HR 0001398344-26-006590 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 57,286 shares
    Change vs previous 13F -1,818 shares

    0.26% of the 13F portfolio, value $2,353,309.

    13F-HR 0001398344-26-000857 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 59,104 shares
    Change vs previous 13F +11 shares

    0.25% of the 13F portfolio, value $2,175,619.

    13F-HR 0001398344-25-019206 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 59,093 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $1,863,783.

    13F-HR 0001398344-25-013145 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 59,093 shares
    Change vs previous 13F -6,209 shares

    0.22% of the 13F portfolio, value $1,762,143.

    13F-HR 0001398344-25-007527 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 65,302 shares
    Change vs previous 13F -40 shares

    0.2% of the 13F portfolio, value $1,635,815.

    13F-HR 0001398344-25-000761 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 65,342 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,642,044.

    13F-HR 0001398344-24-019807 filed by SHEETS SMITH WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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