Eagle Bay Advisors LLC SGOL ABERDEEN STD GOLD ETF TR PHYSCL GOLD SHS

Ownership history in Eagle Bay Advisors LLC  ·  16 quarters on record

AI Ownership Summary

Eagle Bay Advisors LLC reported ABERDEEN STD GOLD ETF TR PHYSCL GOLD SHS (SGOL) in 16 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.59% in 2026 Q1. The latest visible filing shows SGOL at 0.59% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SGOL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Eagle Bay Advisors LLC's position in ABERDEEN STD GOLD ETF TR PHYSCL GOLD SHS, 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
2026 Q1

SGOL was reported at 0.59% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.59% in 2026 Q1

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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 Eagle Bay Advisors LLC held SGOL — position size vs. price
% of Fund (quarterly)    SGOL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 15,041 -1,710 -10.2% 0.59% $671K 2026-04-24 $44.94
2025 Q4 ADDED 16,751 +12,551 +298.8% 0.50% $688K 2026-01-23 $47.47
2024 Q4 UNCHANGED 4,200 0% 0.07% $105K 2025-01-13 $25.40
2024 Q3 REDUCED 12.5% -1.0% 4,200 -600 -12.5% 0.04% $106K 2024-10-22 $26.25
2024 Q2 UNCHANGED 4,800 0% 0.06% $107K 2024-07-26 $22.79
2024 Q1 UNCHANGED 4,800 0% 0.06% $102K 2024-05-08 $22.05
2023 Q4 UNCHANGED 4,800 0% 0.06% $95K 2024-02-08 $19.43
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Eagle Bay Advisors 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 Eagle Bay Advisors LLC reported owning SGOL?

Eagle Bay Advisors LLC reported SGOL across 7 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SGOL position in Eagle Bay Advisors LLC's portfolio?

The largest reported portfolio weight for SGOL was 0.59% in 2026 Q1.

What is the latest reported SGOL position on this page?

The most recent filing on this page is 2026 Q1, when Eagle Bay Advisors LLC reported 15,041 shares, equal to 0.59% of portfolio, with an estimated market value of $671K.

What does the chart on this SGOL ownership page compare?

The chart compares Eagle Bay Advisors 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.

How well did Eagle Bay Advisors LLC time their SGOL position?

Based on 13F filing dates vs. subsequent SGOL price moves, Eagle Bay Advisors LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on SGOL relative to SPY over the holding period was -1.3%.

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