Summit Financial, LLC

SEC CIK: 0001765536
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

SGOL holding history

abrdn Gold ETF Trust in every 13F filed by Summit Financial, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SGOL overview All 13F holders of SGOL Full Q2 2026 holdings

Shares (Q2 2026): 14,810
Value: $566.2K
% of portfolio: <0.1%
Quarters held: 3; Since Q1 2025

Holdings of SGOL by Summit Financial, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	14,810	$566.2K	<0.1%	00.0%	Unchanged	Holders
Q1 2026	14,810	$660.8K	<0.1%	+14,810	New	Holders
Q2 2025	0	$0	0.0%	−10,034−100.0%	Sold out	Holders
Q1 2025	10,034	$299.2K	<0.1%	+10,034	New	Holders