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Disclosery

WCG Wealth Advisors LLC: SGOL position timeline

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

WCG Wealth Advisors LLC held 102,536 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 102,536 shares
    Change vs previous 13F +258 shares

    0.09% of the 13F portfolio, value $3,919,951.

    13F-HR 0001855713-26-000006 filed by WCG Wealth 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 102,278 shares
    Change vs previous 13F +6,157 shares

    0.13% of the 13F portfolio, value $4,563,644.

    13F-HR 0001855713-26-000004 filed by WCG 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 ended2025-12-31
    13F 96,121 shares
    Change vs previous 13F +1,130 shares

    0.11% of the 13F portfolio, value $3,948,651.

    13F-HR 0001855713-26-000003 filed by WCG 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 ended2025-09-30
    13F 94,991 shares
    Change vs previous 13F +950 shares

    0.22% of the 13F portfolio, value $3,496,619.

    13F-HR 0001855713-25-000008 filed by WCG 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 ended2025-06-30
    13F 94,041 shares
    Change vs previous 13F +1,525 shares

    0.19% of the 13F portfolio, value $2,966,053.

    13F-HR 0001855713-25-000007 filed by WCG Wealth Advisors LLC
    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/A 92,516 shares
    Change vs previous 13F +2,628 shares

    0.21% of the 13F portfolio, value $2,758,827.

    13F-HR/A 0001855713-25-000005 filed by WCG Wealth Advisors LLC
    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 89,888 shares
    Change vs previous 13F +618 shares

    0.15% of the 13F portfolio, value $2,252,000.

    13F-HR 0001855713-25-000003 filed by WCG Wealth Advisors LLC
    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 89,270 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,243,000.

    13F-HR 0001855713-24-000007 filed by WCG Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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