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Disclosery

CreativeOne Wealth, LLC: SGOL position timeline

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

CreativeOne Wealth, LLC held 6,049 SGOL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,049 shares
    Change vs previous 13F -5,884 shares

    <0.01% of the 13F portfolio, value $231,234.

    13F-HR 0001739728-26-000004 filed by CreativeOne Wealth, 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 11,933 shares
    Change vs previous 13F -1,626 shares

    0.01% of the 13F portfolio, value $532,437.

    13F-HR 0001739728-26-000003 filed by CreativeOne Wealth, 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 13,559 shares
    Change vs previous 13F +4,539 shares

    0.01% of the 13F portfolio, value $556,997.

    13F-HR 0001739728-26-000001 filed by CreativeOne Wealth, 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 9,020 shares
    Change vs previous 13F +78 shares

    0.01% of the 13F portfolio, value $332,022.

    13F-HR 0001739728-25-000007 filed by CreativeOne Wealth, 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 8,942 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $282,029.

    13F-HR 0001739728-25-000004 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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