Axxcess Wealth Management’s abrdn Physical Gold Shares ETF SGOL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,039
| Closed | -$299K | – | 923 |
|
|
2025
Q1 | $299K | Hold |
10,039
| – | – | 0.01% | 681 |
|
|
2024
Q4 | $251K | Hold |
10,039
| – | – | 0.01% | 727 |
|
|
2024
Q3 | $252K | Buy |
10,039
+25
| +0.2% | +$628 | 0.01% | 750 |
|
|
2024
Q2 | $223K | Hold |
10,014
| – | – | 0.01% | 755 |
|
|
2024
Q1 | $213K | Hold |
10,014
| – | – | 0.01% | 794 |
|
|
2023
Q4 | $198K | Buy |
+10,014
| New | +$198K | 0.01% | 787 |
|
|
2022
Q1 | – | Sell |
-14,778
| Closed | -$260K | – | 690 |
|
|
2021
Q4 | $260K | Buy |
+14,778
| New | +$260K | 0.02% | 517 |
|