Skip to content
Disclosery

Xcel Wealth Management, LLC: SGOL position timeline

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

Xcel Wealth Management, LLC held 56,835 SGOL shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,835 shares
    Change vs previous 13F +1,000 shares

    0.52% of the 13F portfolio, value $2,172,802.

    13F-HR 0001705819-26-000046 filed by Xcel Wealth Management, 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 55,835 shares
    Change vs previous 13F +306 shares

    0.69% of the 13F portfolio, value $2,491,358.

    13F-HR 0001705819-26-000027 filed by Xcel Wealth Management, 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 55,529 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $2,281,131.

    13F-HR 0001705819-26-000013 filed by Xcel Wealth Management, 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 55,529 shares
    Change vs previous 13F +15,324 shares

    0.53% of the 13F portfolio, value $2,044,022.

    13F-HR 0001705819-25-000071 filed by Xcel Wealth Management, 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 40,205 shares
    Change vs previous 13F -20 shares

    0.36% of the 13F portfolio, value $1,268,066.

    13F-HR 0001705819-25-000046 filed by Xcel Wealth Management, 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 40,225 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $1,199,510.

    13F-HR 0001705819-25-000027 filed by Xcel Wealth Management, 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 40,225 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $1,007,636.

    13F-HR 0001705819-25-000018 filed by Xcel Wealth Management, 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 40,225 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,010,854.

    13F-HR 0001705819-24-000056 filed by Xcel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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