WT Wealth Management

Position in SGOL — abrdn Gold ETF Trust

CIK 1780507 SCOTTSDALE, AZ

Position in SGOL

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$15,715,091

-$3,321,273 QoQ

Shares Held

411,067

-3.6% QoQ

Ownership

0.234%

of shares outstanding

% of Portfolio

12.19%

of 13F equity value

Holder Rank

#29

of 462 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,715,091	411,067	-3.6%	Shares	Sole	2026-07-23
2026-03-31	$19,036,364	426,633	-5.7%	Shares	Sole	2026-04-21
2025-12-31	$18,586,399	452,444	-3.5%	Shares	Sole	2026-02-02
2025-09-30	$17,256,270	468,793	+26.3%	Shares	Sole	2025-10-22
2025-06-30	$11,707,931	371,209	-15.6%	Shares	Sole	2025-09-10
2025-03-31	$13,108,007	439,571	+0.3%	Shares	Sole	2025-05-06
2024-12-31	$10,982,521	438,424	+23.4%	Shares	Sole	2025-02-05
2024-09-30	$8,927,507	355,253	+13.7%	Shares	Sole	2024-10-21
2024-06-30	$6,942,527	312,445	-5.2%	Shares	Sole	2024-10-21
2024-03-31	$6,997,666	329,457	-25.4%	Shares	Sole	2024-10-21
2023-12-31	$8,715,506	441,515	-42.2%	Shares	Sole	2024-02-08
2023-09-30	$13,511,975	763,820	+42.4%	Shares	Sole	2023-12-04
2023-06-30	$9,850,379	536,221	+13.5%	Shares	Sole	2023-07-25
2023-03-31	$8,914,206	472,401	+28.8%	Shares	Sole	2023-04-20
2022-12-31	$6,407,314	366,761	+0.1%	Shares	Sole	2023-01-20
2022-09-30	$5,835,444	366,548	+82.6%	Shares	Sole	2022-10-20
2022-06-30	$3,479,378	200,772	+6.0%	Shares	Sole	2022-07-26
2022-03-31	$3,517,639	189,324	+164.6%	Shares	Sole	2022-05-06
2021-09-30	$1,205,634	71,551	-2.1%	Shares	Sole	2021-10-15
2021-06-30	$1,241,238	73,057	+4.5%	Shares	Sole	2021-07-19
2021-03-31	$1,146,819	69,928	-57.0%	Shares	Sole	2021-04-29
2020-12-31	$2,973,991	162,691	-5.2%	Shares	Sole	2021-02-01
2020-09-30	$3,113,196	171,526	+24.4%	Shares	Sole	2020-10-30
2020-06-30	$2,363,845	137,914	+4.1%	Shares	Sole	2020-08-04
2020-03-31	$2,006,662	132,453	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.