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WorthPointe, LLC

SEC CIK
0001921448
Latest filing
Jul 31, 2026

SGOL holding history

abrdn Gold ETF Trust in every 13F filed by WorthPointe, 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)
20,220
Value
$773.0K
% of portfolio
0.2%
Quarters held
3
Since Q4 2025
Holdings of SGOL by WorthPointe, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202620,220$773.0K0.2%−12,479−38.2%ReducedHolders
Q1 202632,699$1.46M0.4%−16,894−34.1%ReducedHolders
Q4 202549,593$2.04M0.5%+49,593NewHolders