Beaumont Financial Advisors’s abrdn Physical Gold Shares ETF SGOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $595K | Hold |
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|
2025
Q2 | $510K | Sell |
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|
2025
Q1 | $508K | Hold |
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|
2024
Q4 | $426K | Buy |
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|
2024
Q3 | $413K | Buy |
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|
2024
Q2 | $358K | Hold |
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|
2024
Q1 | $342K | Hold |
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|
2023
Q4 | $318K | Buy |
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|
2023
Q3 | $266K | Sell |
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|
2023
Q2 | $279K | Buy |
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|
2023
Q1 | $277K | Hold |
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|
2022
Q4 | $257K | Hold |
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|
2022
Q3 | $234K | Hold |
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|
2022
Q2 | $255K | Buy |
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|
2022
Q1 | $248K | Buy |
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|
2021
Q4 | $230K | Sell |
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|
2021
Q3 | $263K | Hold |
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|
2021
Q2 | $265K | Hold |
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|
2021
Q1 | $256K | Hold |
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|
2020
Q4 | $285K | Hold |
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|
2020
Q3 | $283K | Buy |
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|
2020
Q2 | $242K | Buy |
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|
2020
Q1 | $191K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $231K | Hold |
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|
2017
Q4 | $227K | Hold |
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|
2017
Q3 | $223K | Hold |
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|
2017
Q2 | $217K | Hold |
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|
2017
Q1 | $218K | Hold |
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|
2016
Q4 | $201K | Buy |
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|
2016
Q3 | $208K | Hold |
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|
2016
Q2 | $209K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $303K | Sell |
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|
2014
Q2 | $353K | Hold |
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|
2014
Q1 | $341K | Sell |
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|
2013
Q4 | $333K | Buy |
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|
2013
Q3 | $314K | Hold |
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|
2013
Q2 | $291K | Buy |
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