MONECO ADVISORS, LLC SGOL — ABRDN GOLD ETF TRUST

Ownership history in MONECO ADVISORS, LLC  ·  10 quarters on record

AI Ownership Summary

MONECO ADVISORS, LLC reported ABRDN GOLD ETF TRUST (SGOL) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.52% in 2026 Q1. The latest visible filing shows SGOL at 0.52% 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 MONECO ADVISORS, LLC's position in ABRDN GOLD ETF TRUST, 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 0.52% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.52% 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.

SGOL stock page MONECO ADVISORS, LLC fund profile MONECO ADVISORS, LLC full holdings
How MONECO 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 151,084 -1,722 -1.1% 0.52% $6.7M 2026-05-08 $44.99
2025 Q4 REDUCED — — — 152,806 -80 -0.1% 0.50% $6.3M 2026-02-04 $47.07
2025 Q3 ADDED — — — 152,886 +409 +0.3% 0.47% $5.6M 2025-11-05 $37.97
2025 Q2 REDUCED — — — 152,477 -2,962 -1.9% 0.45% $4.8M 2025-08-13 $32.03
2025 Q1 ADDED — — — 155,439 +3,862 +2.5% 0.48% $4.6M 2025-05-08 $31.54
2024 Q4 ADDED — — — 151,577 +96 +0.1% 0.40% $3.8M 2025-02-04 $27.16
2024 Q3 ADDED — — — 151,481 +41,560 +37.8% 0.47% $3.8M 2024-10-25 $26.19
2024 Q2 REDUCED — — — 109,921 -3,825 -3.4% 0.36% $2.4M 2024-07-19 $22.91
2024 Q1 ADDED — — — 113,746 +1,540 +1.4% 0.39% $2.4M 2024-04-25 $22.29
2023 Q4 INITIATED — — — 112,206 — — 0.42% $2.2M 2024-02-05 $19.37

🏢 Other funds also holding SGOL

As of 2026 Q1 — sorted by position size

FULCRUM WEALTH ADVISORS, LLC 11.11% GUARDIAN POINT CAPITAL, LP 3Y 7Y 11.03% Mountain Lake Investment Management LLC 3Y 7Y 9.37% MRWM Advisors, LLC 7.94% Global View Capital Management LLC 7.81% Luminist Capital LLC 7.56% Almanack Investment Partners, LLC. 3Y 7Y 7.51% Metis Global Partners, LLC 3Y 7.22% Ameliora Wealth Management Ltd. 3Y 6.7% WT Wealth Management 3Y 5.66%

FAQ About MONECO 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 MONECO ADVISORS, LLC reported owning SGOL?

MONECO ADVISORS, LLC reported SGOL across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SGOL position in MONECO ADVISORS, LLC's portfolio?

The largest reported portfolio weight for SGOL was 0.52% in 2026 Q1.

What is the latest reported SGOL position on this page?

The most recent filing on this page is 2026 Q1, when MONECO ADVISORS, LLC reported 151,084 shares, equal to 0.52% of portfolio, with an estimated market value of $6.7M.

What does the chart on this SGOL ownership page compare?

The chart compares MONECO 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 MONECO ADVISORS, LLC time their SGOL position?

Based on 13F filing dates vs. subsequent SGOL price moves, MONECO ADVISORS, LLC correctly timed 7 out of 9 reported position changes (78%). The annualised alpha on SGOL relative to SPY over the holding period was +20.0%.

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