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Disclosery

WT Wealth Management: SGOL position timeline

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

WT Wealth Management held 411,067 SGOL shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 411,067 shares
    Change vs previous 13F -15,566 shares

    4.35% of the 13F portfolio, value $15,715,094.

    13F-HR 0001780507-26-000004 filed by WT 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 426,633 shares
    Change vs previous 13F -25,811 shares

    5.66% of the 13F portfolio, value $19,036,345.

    13F-HR 0001780507-26-000003 filed by WT 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 452,444 shares
    Change vs previous 13F -16,349 shares

    5.34% of the 13F portfolio, value $18,586,389.

    13F-HR 0001780507-26-000001 filed by WT 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 468,793 shares
    Change vs previous 13F +97,584 shares

    4.96% of the 13F portfolio, value $17,251,278.

    13F-HR 0001780507-25-000012 filed by WT 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 371,209 shares
    Change vs previous 13F -68,362 shares

    3.47% of the 13F portfolio, value $11,707,927.

    13F-HR 0001780507-25-000011 filed by WT 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 439,571 shares
    Change vs previous 13F +1,147 shares

    4.26% of the 13F portfolio, value $13,108,020.

    13F-HR 0001780507-25-000008 filed by WT 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 438,424 shares
    Change vs previous 13F +83,171 shares

    3.45% of the 13F portfolio, value $10,982,524.

    13F-HR 0001780507-25-000003 filed by WT 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 355,253 shares
    Change vs previous 13F not available

    2.95% of the 13F portfolio, value $9,222,381.

    13F-HR 0001780507-24-000005 filed by WT Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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