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Waverly Advisors, LLC: SGOL position timeline

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

Waverly Advisors, LLC held 966,282 SGOL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 966,282 shares
    Change vs previous 13F +12,554 shares

    0.21% of the 13F portfolio, value $36,940,977.

    13F-HR 0001398344-26-014582 filed by Waverly 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 953,728 shares
    Change vs previous 13F +926,753 shares

    0.32% of the 13F portfolio, value $42,555,361.

    13F-HR 0001398344-26-009223 filed by Waverly 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 26,975 shares
    Change vs previous 13F +19,812 shares

    0.01% of the 13F portfolio, value $1,108,133.

    13F-HR 0001398344-26-003224 filed by Waverly 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 ended2025-09-30
    13F 7,163 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $263,670.

    13F-HR 0001398344-25-020944 filed by Waverly 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 ended2025-06-30
    13F 7,163 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $225,921.

    13F-HR 0001398344-25-015429 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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