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Clear Retirement Advice LLC

SEC CIK
0002112984
Latest filing
Jul 15, 2026

SGOL holding history

abrdn Gold ETF Trust in every 13F filed by Clear Retirement Advice 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)
146,485
Value
$5.60M
% of portfolio
3.8%
Quarters held
3
Since Q4 2025
Holdings of SGOL by Clear Retirement Advice LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026146,485$5.60M3.8%+24,808+20.4%AddedHolders
Q1 2026121,677$5.43M4.3%+2,025+1.7%AddedHolders
Q4 2025119,652$5.63M4.4%–No prior filingHolders