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Waverly Advisors, LLC

Position in SGOL — abrdn Gold ETF Trust

CIK 1568787 BIRMINGHAM, AL

Position in SGOL

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$36,940,960
-$5,614,383 QoQ
Shares Held
966,282
+1.3% QoQ
Ownership
0.551%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#10
of 462 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in SGOL Over Time

Shares Held

Position Value (USD)

All Filings in SGOL

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $36,940,960 966,282
2026-03-31 $42,555,343 953,728
2025-12-31 $1,108,133 26,975
2025-09-30 $263,670 7,163
2025-06-30 $225,921 7,163