Back to SGOL
FULCRUM WEALTH ADVISORS, LLC → SGOL
FULCRUM WEALTH ADVISORS, LLC SGOL Position History
SGOL
Quarters held
4
Latest value
$11.3M
Q3 2026
Peak value
$13.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $11.6M |
| Q1 2026 | $13.4M |
| Q2 2026 | $10.2M |
| Q3 2026 | $11.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11.3M | 286.9K | — | — |
| Q2 2026 | $10.2M | 268.0K | — | — |
| Q1 2026 | $13.4M | 300.9K | — | — |
| Q4 2025 | $11.6M | 282.4K | — | — |
Other funds holding SGOL
$166.6M
$165M
$106.7M
$103.6M
$101.4M
$96.3M
$96.3M