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Livermore
Livermore
ZHEN

EPG Wealth Management LLC

SEC CIK
0001803058
Latest filing
Jul 28, 2026

SGOL holding history

abrdn Gold ETF Trust in every 13F filed by EPG 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)
25,208
Value
$963.7K
% of portfolio
0.2%
Quarters held
20
Since Q3 2021
Holdings of SGOL by EPG Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202625,208$963.7K0.2%00.0%UnchangedHolders
Q1 202625,208$1.12M0.3%00.0%UnchangedHolders
Q4 202525,208$1.04M0.3%00.0%UnchangedHolders
Q3 202525,208$927.9K0.3%00.0%UnchangedHolders
Q2 202525,208$795.1K0.2%00.0%UnchangedHolders
Q1 202525,208$751.7K0.2%00.0%UnchangedHolders
Q4 202425,208$631.5K0.2%00.0%UnchangedHolders
Q3 202425,208$633.5K0.2%+25,208AddedHolders
Q2 20240$560.1K0.1%−25,208−100.0%ReducedHolders
Q1 202425,208$535.4K0.1%00.0%UnchangedHolders
Q4 202325,208$480.0K0.1%00.0%UnchangedHolders
Q3 202325,208$445.9K0.1%00.0%UnchangedHolders
Q2 202325,208$463.1K0.1%00.0%UnchangedHolders
Q1 202325,208$475.7K0.2%00.0%UnchangedHolders
Q4 202225,208$440.4K0.2%00.0%UnchangedHolders
Q3 202225,208$401.0K0.2%00.0%UnchangedHolders
Q2 202225,208$437.0K0.2%00.0%UnchangedHolders
Q1 202225,208$468.0K0.2%00.0%UnchangedHolders
Q4 202125,208$443.0K0.2%00.0%UnchangedHolders
Q3 202125,208$425.0K0.2%+25,208NewHolders