Allen Capital Group, LLC

CIK

1601384

City

GRAND ISLAND

State / Country

Stock

SGOL — abrdn Gold ETF Trust

Top Portfolio Positions

164 positions · $459,005,443 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
BRK-B	Berkshire Hathaway Inc Financial Services	89,568	$42,920,985	9.35%
AAPL	Apple Inc. Technology	112,681	$28,597,310	6.23%
SGOL	abrdn Gold ETF Trust	463,198	$20,667,894	4.50%
GOOGL	Alphabet Inc. Communication Services	54,712	$15,732,982	3.43%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	44,449	$15,021,539	3.27%
NVDA	Nvidia Corp Technology	80,770	$14,086,288	3.07%
JPM	Jpmorgan Chase & Co Financial Services	47,834	$14,070,849	3.07%
MSFT	Microsoft Corp Technology	31,887	$11,803,610	2.57%
AMZN	Amazon Com Inc Consumer Cyclical	52,359	$10,904,808	2.38%
SCHW	Schwab Charles Corp Financial Services	112,611	$10,583,181	2.31%

25 quarters · across all stocks

23 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$20,667,894	463,198	-0.2%	Shares	Sole	2026-05-27
2025-12-31	$19,071,184	464,245	-21.0%	Shares	Sole	2026-02-09
2025-09-30	$21,622,709	587,414	+1.7%	Shares	Sole	2025-10-27
2025-06-30	$18,220,090	577,682	+0.9%	Shares	Sole	2025-08-12
2025-03-31	$17,078,659	572,725	-0.5%	Shares	Sole	2025-05-02
2024-12-31	$14,413,669	575,396	-6.7%	Shares	Sole	2025-01-23
2024-09-30	$15,504,707	616,980	-1.4%	Shares	Sole	2024-11-12
2024-06-30	$13,910,942	626,055	-1.1%	Shares	Sole	2024-08-12
2024-03-31	$13,448,488	633,168	-2.0%	Shares	Sole	2024-04-15
2023-12-31	$12,759,027	646,354	-9.9%	Shares	Sole	2024-01-30
2023-09-30	$12,683,694	716,998	+1.0%	Shares	Sole	2023-11-01
2023-06-30	$13,035,517	709,609	+8.0%	Shares	Sole	2023-07-24
2023-03-31	$12,398,665	657,057	+7.9%	Shares	Sole	2023-04-28
2022-09-30	$9,694,356	608,942	+3.7%	Shares	Sole	2022-11-09
2022-06-30	$10,180,976	587,477	+2.1%	Shares	Sole	2022-07-27
2022-03-31	$10,694,703	575,603	-4.9%	Shares	Sole	2022-05-10
2021-09-30	$10,194,502	605,015	+6.5%	Shares	Sole	2021-10-22
2021-06-30	$9,652,545	568,131	-1.5%	Shares	Sole	2021-07-20
2021-03-31	$9,463,078	577,017	-6.7%	Shares	Sole	2021-04-29
2020-12-31	$11,300,184	618,172	-15.7%	Shares	Sole	2021-01-19
2020-09-30	$13,307,961	733,221	-21.1%	Shares	Sole	2020-10-20
2020-06-30	$15,919,203	928,775	+9.2%	Shares	Sole	2020-08-05
2020-03-31	$12,884,787	850,481	—	Shares	Sole	2020-04-15
No 13F history on record for this holder in this stock.