Avantax Advisory Services’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 | $2.62M | Buy |
83,135
+522
| +0.6% | +$16.5K | 0.01% | 676 |
|
|
2025
Q1 | $2.46M | Sell |
82,613
-815
| -1% | -$24.3K | 0.01% | 660 |
|
|
2024
Q4 | $2.09M | Buy |
83,428
+9,758
| +13% | +$244K | 0.01% | 692 |
|
|
2024
Q3 | $1.85M | Sell |
73,670
-58,947
| -44% | -$1.48M | 0.01% | 740 |
|
|
2024
Q2 | $2.95M | Buy |
132,617
+31,761
| +31% | +$706K | 0.02% | 535 |
|
|
2024
Q1 | $2.14M | Buy |
100,856
+11,605
| +13% | +$246K | 0.02% | 525 |
|
|
2023
Q4 | $1.76M | Buy |
89,251
+29,623
| +50% | +$585K | 0.02% | 539 |
|
|
2023
Q3 | $1.05M | Buy |
59,628
+8,887
| +18% | +$157K | 0.01% | 671 |
|
|
2023
Q2 | $932K | Buy |
50,741
+22,942
| +83% | +$421K | 0.01% | 705 |
|
|
2023
Q1 | $525K | Buy |
27,799
+30
| +0.1% | +$566 | 0.01% | 892 |
|
|
2022
Q4 | $485K | Buy |
27,769
+280
| +1% | +$4.89K | 0.01% | 882 |
|
|
2022
Q3 | $438K | Sell |
27,489
-4,150
| -13% | -$66.1K | 0.01% | 831 |
|
|
2022
Q2 | $548K | Buy |
31,639
+2,379
| +8% | +$41.2K | 0.01% | 748 |
|
|
2022
Q1 | $543K | Sell |
29,260
-1,436
| -5% | -$26.6K | 0.01% | 756 |
|
|
2021
Q4 | $539K | Buy |
30,696
+4,127
| +16% | +$72.5K | 0.01% | 737 |
|
|
2021
Q3 | $448K | Buy |
26,569
+48
| +0.2% | +$809 | 0.01% | 754 |
|
|
2021
Q2 | $450K | Sell |
26,521
-452
| -2% | -$7.67K | 0.01% | 740 |
|
|
2021
Q1 | $443K | Buy |
26,973
+12,863
| +91% | +$211K | 0.01% | 659 |
|
|
2020
Q4 | $258K | Buy |
+14,110
| New | +$258K | 0.01% | 787 |
|