Atria Wealth Solutions’s abrdn Physical Gold Shares ETF SGOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-273,481
| Closed | -$8.16M | – | 1843 |
|
|
2025
Q1 | $8.16M | Buy |
273,481
+65,238
| +31% | +$1.95M | 0.1% | 219 |
|
|
2024
Q4 | $5.22M | Sell |
208,243
-27,686
| -12% | -$694K | 0.06% | 341 |
|
|
2024
Q3 | $5.93M | Sell |
235,929
-51,287
| -18% | -$1.29M | 0.06% | 302 |
|
|
2024
Q2 | $6.38M | Buy |
287,216
+18,709
| +7% | +$416K | 0.07% | 284 |
|
|
2024
Q1 | $5.7M | Buy |
268,507
+9,637
| +4% | +$205K | 0.06% | 303 |
|
|
2023
Q4 | $5.11M | Sell |
258,870
-12,460
| -5% | -$246K | 0.06% | 303 |
|
|
2023
Q3 | $4.8M | Buy |
271,330
+219,155
| +420% | +$3.88M | 0.07% | 300 |
|
|
2023
Q2 | $958K | Buy |
52,175
+7,784
| +18% | +$143K | 0.01% | 847 |
|
|
2023
Q1 | $838K | Buy |
44,391
+31,369
| +241% | +$592K | 0.01% | 862 |
|
|
2022
Q4 | $227K | Hold |
13,022
| – | – | ﹤0.01% | 1520 |
|
|
2022
Q3 | $207K | Buy |
13,022
+315
| +2% | +$5.02K | ﹤0.01% | 1526 |
|
|
2022
Q2 | $220K | Buy |
12,707
+367
| +3% | +$6.35K | ﹤0.01% | 1375 |
|
|
2022
Q1 | $229K | Buy |
+12,340
| New | +$229K | ﹤0.01% | 1490 |
|