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WT Wealth Management → SGOL

WT Wealth Management SGOL Position History

SGOL

Quarters held
5
Latest value
$16.2M
Q3 2026
Peak value
$19M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$17.3M
Q4 2025$18.6M
Q1 2026$19M
Q2 2026$15.7M
Q3 2026$16.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$16.2M409.3K——
Q2 2026$15.7M411.1K——
Q1 2026$19M426.6K——
Q4 2025$18.6M452.4K——
Q3 2025$17.3M468.8K——

Other funds holding SGOL

Other WT Wealth Management positions

SCHW-PJ

SCHWAB STRATEGIC TR

$33.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$33.2M
SCHW-PJ

SCHWAB STRATEGIC TR

$31.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$31.3M
SCHW-PJ

SCHWAB STRATEGIC TR

$29.5M
HODL

VANECK ETF TRUST

$12.7M
HODL

VANECK ETF TRUST

$12.7M
NOC

JANUS DETROIT STR TR

$12.6M