Avidian Wealth Enterprises’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 | $661K | Sell |
20,950
-2,750
| -12% | -$86.7K | 0.03% | 272 |
|
|
2025
Q1 | $707K | Hold |
23,700
| – | – | 0.03% | 242 |
|
|
2024
Q4 | $594K | Hold |
23,700
| – | – | 0.03% | 262 |
|
|
2024
Q3 | $596K | Hold |
23,700
| – | – | 0.03% | 267 |
|
|
2024
Q2 | $527K | Hold |
23,700
| – | – | 0.02% | 276 |
|
|
2024
Q1 | $503K | Buy |
23,700
+1,750
| +8% | +$37.2K | 0.02% | 260 |
|
|
2023
Q4 | $433K | Hold |
21,950
| – | – | 0.03% | 284 |
|
|
2023
Q3 | $388K | Hold |
21,950
| – | – | 0.03% | 287 |
|
|
2023
Q2 | $403K | Sell |
21,950
-202
| -0.9% | -$3.71K | 0.03% | 302 |
|
|
2023
Q1 | $418K | Buy |
22,152
+202
| +0.9% | +$3.81K | 0.02% | 324 |
|
|
2022
Q4 | $383K | Hold |
21,950
| – | – | 0.03% | 316 |
|
|
2022
Q3 | $349K | Sell |
21,950
-125
| -0.6% | -$1.99K | 0.03% | 296 |
|
|
2022
Q2 | $383K | Sell |
22,075
-2,750
| -11% | -$47.7K | 0.03% | 307 |
|
|
2022
Q1 | $461K | Hold |
24,825
| – | – | 0.03% | 308 |
|
|
2021
Q4 | $436K | Sell |
24,825
-1,010
| -4% | -$17.7K | 0.03% | 318 |
|
|
2021
Q3 | $435K | Hold |
25,835
| – | – | 0.03% | 234 |
|
|
2021
Q2 | $439K | Sell |
25,835
-2,750
| -10% | -$46.7K | 0.03% | 243 |
|
|
2021
Q1 | $469K | Sell |
28,585
-4,000
| -12% | -$65.6K | 0.04% | 219 |
|
|
2020
Q4 | $596K | Hold |
32,585
| – | – | 0.06% | 154 |
|
|
2020
Q3 | $591K | Buy |
+32,585
| New | +$591K | 0.07% | 141 |
|