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EP Wealth Advisors, LLC

Position in SGOL — abrdn Gold ETF Trust

CIK 1540569 TORRANCE, CA

Position in SGOL

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$4,269,449
New position
Shares Held
111,678
first reported quarter
Ownership
0.064%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#91
of 462 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 100% Shared 0% None 0%

All Filings in SGOL

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $4,269,449 111,678