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Warren Street Wealth Advisors, LLC: SGOL position timeline

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

Warren Street Wealth Advisors, LLC held 0 SGOL shares at 2025-09-30 per its 13F-HR filed 2025-10-17.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -29,190 shares

    13F-HR 0002085853-25-000113 filed by Warren Street Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 29,190 shares
    Change vs previous 13F -4,232 shares

    0.31% of the 13F portfolio, value $920,653.

    13F-HR 0001667731-25-000879 filed by Warren Street Wealth 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 ended2025-03-31
    13F 33,422 shares
    Change vs previous 13F +827 shares

    0.39% of the 13F portfolio, value $996,644.

    13F-HR 0001667731-25-000406 filed by Warren Street Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 32,595 shares
    Change vs previous 13F -4,337 shares

    0.34% of the 13F portfolio, value $816,505.

    13F-HR 0001667731-25-000165 filed by Warren Street Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 36,932 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $928,101.

    13F-HR 0001703496-24-000005 filed by Warren Street Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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