Clear Retirement Advice LLC
PensionPosition in SGOL — abrdn Gold ETF Trust
CIK 2112984
SAN MATEO, CA
Position in SGOL
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$5,600,121
+$170,894 QoQ
Shares Held
146,485
+20.4% QoQ
Ownership
0.083%
of shares outstanding
% of Portfolio
40.37%
of 13F equity value
Holder Rank
#76
of 462 holders
Holding Since
Dec 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,600,121 | 146,485 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $5,429,227 | 121,677 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $4,915,304 | 119,652 | Shares | Sole | 2026-02-24 | |
| No filing history on record for this holder in this stock. | ||||||