Sterling Investment Advisors, Ltd. quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Sterling Investment Advisors, Ltd. opened 12 positions, added to 37, reduced 23, sold out of 6 and left 24 unchanged. The largest increase in value was UTG (+$7,722,709); the largest decrease was UTG (-$7,558,417).
- UTG: Country of operation —; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 189,654.
- MKTN: Country of operation —; Class ETF; Shares 2026-03-31 0; Shares 2026-06-30 22,100.
- CGMM: Country of operation —; Class ETF; Shares 2026-03-31 0; Shares 2026-06-30 12,920.
- iShares Gold TRUST: Country of operation —; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 4,352.
Two Form 13F-HR filings compared (SEC CIK 1701132): 2026-03-31 (filed 2026-05-04) and 2026-06-30 (filed 2026-07-28). 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; share change is the position change.
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