Simplicity Wealth,LLC

SEC CIK: 0001913243
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

SGOL holding history

abrdn Gold ETF Trust in every 13F filed by Simplicity Wealth,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): 0; Sold out in Q2 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2025

Holdings of SGOL by Simplicity Wealth,LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	0	$0	0.0%	−6,015−100.0%	Sold out	Holders
Q1 2026	6,015	$268.4K	<0.1%	−634−9.5%	Reduced	Holders
Q4 2025	6,649	$273.1K	<0.1%	+6,649	New	Holders