CWM, LLC

Position in SGOL — abrdn Gold ETF Trust

CIK 1535847 OMAHA, NE

Position in SGOL

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$19,887,267

+$3,097,502 QoQ

Shares Held

445,703

+9.1% QoQ

Ownership

0.254%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 1% Shared 0% None 99%

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$19,887,267	445,703	+9.1%	Shares	Sole	2026-05-14
2025-12-31	$16,789,765	408,709	-2.5%	Shares	Sole	2026-01-26
2025-09-30	$15,423,132	418,993	-1.6%	Shares	Sole	2025-10-15
2025-06-30	$13,428,344	425,756	-8.6%	Shares	Sole	2025-07-25
2025-03-31	$13,884,013	465,594	-0.4%	Shares	Sole	2025-05-01
2024-12-31	$11,705,639	467,291	-1.4%	Shares	Sole	2025-02-04
2024-09-30	$11,909,659	473,922	+15.7%	Shares	Sole	2024-10-08
2024-06-30	$9,101,445	409,606	-4.7%	Shares	Sole	2024-07-10
2024-03-31	$9,126,891	429,703	-19.8%	Shares	Sole	2024-04-05
2023-12-31	$10,578,725	535,903	-23.1%	Shares	Sole	2024-02-01
2023-09-30	$12,330,672	697,042	-29.1%	Shares	Sole	2023-10-11
2023-06-30	$18,058,205	983,027	-8.1%	Shares	Sole	2023-08-03
2023-03-31	$20,175,822	1,069,201	-7.0%	Shares	Sole	2023-05-01
2022-12-31	$20,076,419	1,149,194	-4.9%	Shares	Sole	2023-02-01
2022-09-30	$19,232,665	1,208,082	-1.4%	Shares	Sole	2022-10-27
2022-06-30	$21,223,704	1,224,680	+77.2%	Shares	Sole	2022-07-28
2022-03-31	$12,844,186	691,291	+212.5%	Shares	Sole	2022-04-21
2021-06-30	$3,757,899	221,183	0.0%	Shares	Sole	2021-09-15
2021-03-31	$3,627,401	221,183	0.0%	Shares	Sole	2021-09-15
2020-12-31	$4,043,225	221,183	0.0%	Shares	Sole	2021-09-15
2020-09-30	$4,014,471	221,183	0.0%	Shares	Sole	2021-09-15
2020-06-30	$3,791,076	221,183	0.0%	Shares	Sole	2021-09-15
2020-03-31	$3,350,922	221,183	—	Shares	Sole	2021-09-15
No filing history on record for this holder in this stock.