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Disclosery

CWM, LLC: SGOL position timeline

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

CWM, LLC held 445,703 SGOL shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 445,703 shares
    Change vs previous 13F +36,994 shares

    0.05% of the 13F portfolio, value $19,887,258.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 408,709 shares
    Change vs previous 13F -10,284 shares

    0.05% of the 13F portfolio, value $16,790,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 418,993 shares
    Change vs previous 13F -6,763 shares

    0.05% of the 13F portfolio, value $15,423,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 425,756 shares
    Change vs previous 13F -39,838 shares

    0.05% of the 13F portfolio, value $13,428,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 465,594 shares
    Change vs previous 13F -1,697 shares

    0.06% of the 13F portfolio, value $13,884,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 467,291 shares
    Change vs previous 13F -6,631 shares

    0.05% of the 13F portfolio, value $11,706,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 473,922 shares
    Change vs previous 13F +64,316 shares

    0.05% of the 13F portfolio, value $11,910,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 409,606 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $9,101,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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