CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC

CIK

1803229

City

Phoenix

State / Country

Stock

SGOL — abrdn Gold ETF Trust

Top Portfolio Positions

2 positions · $795,569 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
SPY	Spdr S&P 500 ETF Trust	640	$416,217	52.32%
DIA	Spdr Dow Jones Industrial Average ETF Trust	819	$379,352	47.68%

25 quarters · across all stocks

22 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2025-12-31	$5,856,159	142,555	+51.1%	Shares	Sole	2026-01-21
2025-09-30	$3,473,391	94,360	+3.7%	Shares	Sole	2025-10-29
2025-06-30	$2,870,739	91,019	+0.8%	Shares	Sole	2025-07-10
2025-03-31	$2,692,358	90,287	+0.7%	Shares	Sole	2025-04-15
2024-12-31	$2,245,031	89,622	+9.5%	Shares	Sole	2025-02-03
2024-09-30	$2,056,764	81,845	+2.0%	Shares	Sole	2024-10-15
2024-06-30	$1,783,443	80,263	+0.2%	Shares	Sole	2024-07-22
2024-03-31	$1,701,833	80,124	+0.4%	Shares	Sole	2024-04-18
2023-12-31	$1,574,679	79,771	-3.5%	Shares	Sole	2024-01-10
2023-09-30	$1,462,556	82,677	-10.1%	Shares	Sole	2023-10-18
2023-06-30	$1,689,562	91,974	+2.6%	Shares	Sole	2023-07-14
2023-03-31	$1,692,186	89,676	+0.7%	Shares	Sole	2023-04-20
2022-12-31	$1,555,546	89,041	-0.5%	Shares	Sole	2023-02-14
2022-09-30	$1,424,410	89,473	+0.8%	Shares	Sole	2022-11-07
2022-06-30	$1,538,904	88,800	-0.2%	Shares	Sole	2022-08-12
2022-03-31	$1,653,545	88,996	+11.3%	Shares	Sole	2022-04-29
2021-09-30	$1,346,989	79,940	+30.8%	Shares	Sole	2021-11-12
2021-06-30	$1,038,377	61,117	-4.5%	Shares	Sole	2021-11-12
2021-03-31	$1,049,583	63,999	-7.9%	Shares	Sole	2021-05-14
2020-12-31	$1,270,514	69,503	+14.1%	Shares	Sole	2021-02-18
2020-09-30	$1,105,734	60,922	+1.6%	Shares	Sole	2020-11-16
2020-06-30	$1,027,320	59,937	—	Shares	Sole	2020-08-14
No 13F history on record for this holder in this stock.