SGOL β€” ETFS GOLD TR

Ownership history in AMARA FINANCIAL, LLC.  Β·  6 quarters on record

AI Ownership Summary

AMARA FINANCIAL, LLC. reported ETFS GOLD TR (SGOL) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 2.36% in 2025 Q1. The latest visible filing shows SGOL at 2.32% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SGOL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AMARA FINANCIAL, LLC.'s position in ETFS GOLD TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SGOL was reported at 2.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.36% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How AMARA FINANCIAL, LLC. held SGOL β€” position size vs. price
% of Fund (quarterly)    SGOL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 81,712 -2,805 -3.3% 2.32% $3.4M 2026-02-14 (Est.) $47.94
2025 Q3 ADDED 84,517 +5,870 +7.5% 2.29% $3.1M 2025-11-10 $39.20
2025 Q2 REDUCED 78,647 -7,045 -8.2% 2.18% $2.5M 2025-08-11 $31.96
2025 Q1 ADDED 85,692 +35,322 +70.1% 2.36% $2.6M 2025-04-25 $31.52
2024 Q4 ADDED 50,370 +4,829 +10.6% 1.16% $1.3M 2025-02-06 $27.27
2024 Q3 INITIATED 45,541 β€” β€” 1.10% $1.1M 2024-11-07 $25.82

FAQ About AMARA FINANCIAL, LLC. and SGOL

These are the practical questions this page is built to answer before you even open the full history table.

How long has AMARA FINANCIAL, LLC. reported owning SGOL?

AMARA FINANCIAL, LLC. reported SGOL across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported SGOL position in AMARA FINANCIAL, LLC.'s portfolio?

The largest reported portfolio weight for SGOL was 2.36% in 2025 Q1.

What is the latest reported SGOL position on this page?

The most recent filing on this page is 2025 Q4, when AMARA FINANCIAL, LLC. reported 81,712 shares, equal to 2.32% of portfolio, with an estimated market value of $3.4M.

What does the chart on this SGOL ownership page compare?

The chart compares AMARA FINANCIAL, LLC.'s quarterly SGOL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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