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Sterling Investment Advisors, Ltd. Historic Quarter Change: USA ETF, Sold Out

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Sterling Investment Advisors, Ltd. historic quarter change: USA ETF, Sold out

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Sterling Investment Advisors, Ltd. opened 84 positions, added to 274, reduced 161 and sold out of 27.

  • Q2 2026: Stock UTG; Country of operation —; Class CEF; Shares before 192,424.
  • Q2 2026: Stock iShares Gold TRUST; Country of operation —; Class ETF; Shares before 4,352.
  • Q2 2026: Stock CGMM; Country of operation —; Class COM; Shares before 12,920.
  • Q2 2026: Stock VCRM; Country of operation —; Class COM; Shares before 4,240.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1701132), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-28); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-04); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-09); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-28); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-17); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-07); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-04); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-24); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-05); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-01). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2016-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026UTG
Reaves Utility Income Fund		CEF192,4240-192,424$7,558,417$0-$7,558,4172026-07-28
Q2 2026iShares Gold TRUST
CUSIP 464285105		ETF4,3520-4,352$383,672$0-$383,6722026-07-28
Q2 2026CGMM
Capital Group US Small & Midcap		COM12,9200-12,920$379,331$0-$379,3312026-07-28
Q2 2026VCRM
Vanguard Core Tax Exempt Bond		COM4,2400-4,240$318,636$0-$318,6362026-07-28
Q2 2026ETHA
iShares Ethereum Trust ETF		United StatesETF19,7750-19,775$313,038$0-$313,0382026-07-28
Q2 2026DBEF
Deutsch X-Trackers MSCI EAFE ETF		ETF6,0880-6,088$300,747$0-$300,7472026-07-28
Q1 2026BINC
iShares Flexible Income Active ETF		ETF92,8000-92,800$4,897,056$0-$4,897,0562026-05-04
Q1 2026iShares Gold TRUST
CUSIP 464285105		Equity4,3520-4,352$353,252$0-$353,2522026-05-04
Q1 2026VCRM
Vanguard Core Tax Exempt Bond		ETF3,2650-3,265$246,736$0-$246,7362026-05-04
Q1 2026TCAF
T Rowe Price Capital Appreciation		ETF5,5000-5,500$210,210$0-$210,2102026-05-04
Q3 2025Defiance Daily Target 2X Long MSTR ETF
CUSIP 88636J253		ETF7,8160-7,816$315,454$0-$315,4542025-10-28
Q3 2025TSPA
T Rowe Price US Equity Research ETF		ETF6,3000-6,300$245,007$0-$245,0072025-10-28
Q2 2025BIV
Vanguard Intermediate-Term Bond Index ETF		ETF5,4030-5,403$413,708$0-$413,7082025-07-17
Q1 2025IBIT
iShares Bitcoin Trust		COM35,0090-35,009$1,857,227$0-$1,857,2272025-05-07
Q1 2025SCHX
Schwab U.S. Large-Cap ETF		ETF9,0470-9,047$209,709$0-$209,7092025-05-07
Q1 2025IWM
iShares Russell 2000 ETF		ETF9360-936$206,819$0-$206,8192025-05-07
Q4 2024IBIT
iShares Bitcoin Trust		ETF13,3850-13,385$483,600$0-$483,6002025-02-04
Q4 2024ICLN
iShares Global Clean Energy ETF		ETF18,2020-18,202$267,387$0-$267,3872025-02-04
Q4 2024Direxion Daily NVDA Bear 1X ETF
CUSIP 25461A700		United StatesETF33,3000-33,300$244,755$0-$244,7552025-02-04
Q4 2024QUS
SPDR MSCI USA StrategicFactors ETF		ETF1,3500-1,350$212,693$0-$212,6932025-02-04
Q4 2024AAPD
Direxion Daily AAPL 1x Inverse ETF		ETF12,0000-12,000$197,280$0-$197,2802025-02-04
Q3 2024UTG
Reaves Utility Income Fund		COM170,8860-170,886$4,668,606$0-$4,668,6062024-10-24
Q2 2024MOTI
VanEck Morningstar Int'l Moat ETF		ETF37,5000-37,500$1,166,929$0-$1,166,9292024-08-05
Q2 2024IVV
iShares Core S&P 500 ETF		ETF5500-550$289,152$0-$289,1522024-08-05
Q2 2024RSPH
Invesco S&P 500 Equal Weight Health Care ETF		ETF6,8700-6,870$218,397$0-$218,3972024-08-05
Q1 2024JAAA
Janus Henderson AAA CLO ETF		ETF6,4500-6,450$324,435$0-$324,4352024-05-01
Q1 2024BITO
ProShares Bitcoin Strategy ETF		ETF10,2500-10,250$210,023$0-$210,0232024-05-01

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