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WT Wealth Management

SEC CIK
0001780507
Latest filing
Jul 22, 2026

SGOL holding history

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

SGOL overviewAll 13F holders of SGOLFull Q2 2026 holdings

Shares (Q2 2026)
411,067
Value
$15.7M
% of portfolio
4.4%
Quarters held
22
Since Q1 2021
Holdings of SGOL by WT Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026411,067$15.7M4.4%−15,566−3.6%ReducedHolders
Q1 2026426,633$19.0M5.7%−25,811−5.7%ReducedHolders
Q4 2025452,444$18.6M5.3%−16,349−3.5%ReducedHolders
Q3 2025468,793$17.3M5.0%+97,584+26.3%AddedHolders
Q2 2025371,209$11.7M3.5%−68,362−15.6%ReducedHolders
Q1 2025439,571$13.1M4.3%+1,147+0.3%AddedHolders
Q4 2024438,424$11.0M3.4%+83,171+23.4%AddedHolders
Q3 2024355,253$9.22M2.9%+42,808+13.7%AddedHolders
Q2 2024312,445$6.94M2.4%−17,012−5.2%ReducedHolders
Q1 2024329,457$7.00M2.5%−112,058−25.4%ReducedHolders
Q4 2023441,515$8.72M3.4%−322,305−42.2%ReducedHolders
Q3 2023763,820$13.5M5.8%+227,599+42.4%AddedHolders
Q2 2023536,221$9.85M4.1%+63,820+13.5%AddedHolders
Q1 2023472,401$8.91M3.9%+105,640+28.8%AddedHolders
Q4 2022366,761$6.41M3.1%+213+0.1%AddedHolders
Q3 2022366,548$5.83M2.9%+165,776+82.6%AddedHolders
Q2 2022200,772$3.48M1.7%+11,448+6.0%AddedHolders
Q1 2022189,324$3.52M1.4%+36,515+23.9%AddedHolders
Q4 2021152,809$2.68M1.0%+81,258+113.6%AddedHolders
Q3 202171,551$1.21M0.5%−1,506−2.1%ReducedHolders
Q2 202173,057$1.24M0.5%+3,129+4.5%AddedHolders
Q1 202169,928$1.15M0.5%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.