Skip to main content
Livermore
Livermore
ZHEN

Xcel Wealth Management, LLC

SEC CIK
0001791002
Latest filing
Jul 24, 2026

SGOL holding history

abrdn Gold ETF Trust in every 13F filed by Xcel Wealth Management, LLC, 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)
56,835
Value
$2.17M
% of portfolio
0.5%
Quarters held
22
Since Q1 2021
Holdings of SGOL by Xcel Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202656,835$2.17M0.5%+1,000+1.8%AddedHolders
Q1 202655,835$2.49M0.7%+306+0.6%AddedHolders
Q4 202555,529$2.28M0.6%00.0%UnchangedHolders
Q3 202555,529$2.04M0.5%+15,324+38.1%AddedHolders
Q2 202540,205$1.27M0.4%−200.0%ReducedHolders
Q1 202540,225$1.20M0.4%00.0%UnchangedHolders
Q4 202440,225$1.01M0.3%00.0%UnchangedHolders
Q3 202440,225$1.01M0.3%00.0%UnchangedHolders
Q2 202440,225$893.8K0.3%00.0%UnchangedHolders
Q1 202440,225$854.4K0.3%00.0%UnchangedHolders
Q4 202340,225$794.0K0.3%−5,000−11.1%ReducedHolders
Q3 202345,225$800.0K0.3%−11,000−19.6%ReducedHolders
Q2 202356,225$1.03M0.3%−1,000−1.7%ReducedHolders
Q1 202357,225$1.08M0.4%+5,250+10.1%AddedHolders
Q4 202251,975$908.0K0.4%−13,750−20.9%ReducedHolders
Q3 202265,725$1.05M0.4%−250−0.4%ReducedHolders
Q2 202265,975$1.14M0.4%+5,000+8.2%AddedHolders
Q1 202260,975$1.13M0.3%−3,250−5.1%ReducedHolders
Q4 202164,225$1.13M0.3%−24,000−27.2%ReducedHolders
Q3 202188,225$1.49M0.4%−7,190−7.5%ReducedHolders
Q2 202195,415$1.62M0.5%−56,970−37.4%ReducedHolders
Q1 2021152,385$2.50M0.9%––Holders

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