Betterment LLC’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
$548K Sell
17,372
-3,061
-15% -$96.6K ﹤0.01% 346
2025
Q1
$609K Sell
20,433
-876
-4% -$26.1K ﹤0.01% 314
2024
Q4
$534K Sell
21,309
-662
-3% -$16.6K ﹤0.01% 318
2024
Q3
$552K Sell
21,971
-833
-4% -$20.9K ﹤0.01% 300
2024
Q2
$507K Sell
22,804
-584
-2% -$13K ﹤0.01% 284
2024
Q1
$497K Sell
23,388
-1,368
-6% -$29.1K ﹤0.01% 261
2023
Q4
$489K Sell
24,756
-1,736
-7% -$34.3K ﹤0.01% 231
2023
Q3
$469K Sell
26,492
-1,295
-5% -$22.9K ﹤0.01% 219
2023
Q2
$510K Sell
27,787
-586
-2% -$10.8K ﹤0.01% 197
2023
Q1
$535K Sell
28,373
-1,358
-5% -$25.6K ﹤0.01% 193
2022
Q4
$519K Sell
29,731
-2,921
-9% -$51K ﹤0.01% 182
2022
Q3
$566K Hold
32,652
﹤0.01% 171
2022
Q2
$566K Sell
32,652
-1,030
-3% -$17.9K ﹤0.01% 171
2022
Q1
$626K Buy
33,682
+17
+0.1% +$316 ﹤0.01% 165
2021
Q4
$591K Sell
33,665
-2,363
-7% -$41.5K ﹤0.01% 154
2021
Q3
$607K Buy
36,028
+264
+0.7% +$4.45K ﹤0.01% 148
2021
Q2
$608K Buy
35,764
+128
+0.4% +$2.18K ﹤0.01% 134
2021
Q1
$584K Buy
35,636
+5,425
+18% +$88.9K ﹤0.01% 110
2020
Q4
$552K Buy
30,211
+607
+2% +$11.1K ﹤0.01% 106
2020
Q3
$537K Sell
29,604
-1,378
-4% -$25K ﹤0.01% 93
2020
Q2
$531K Buy
30,982
+4,003
+15% +$68.6K ﹤0.01% 95
2020
Q1
$409K Sell
26,979
-29,303
-52% -$444K ﹤0.01% 95
2019
Q4
$823K Sell
56,282
-5,788
-9% -$84.6K ﹤0.01% 82
2019
Q3
$844K Hold
62,070
﹤0.01% 79
2019
Q2
$844K Sell
62,070
-4,890
-7% -$66.5K ﹤0.01% 79
2019
Q1
$834K Sell
66,960
-1,030
-2% -$12.8K 0.01% 78
2018
Q4
$841K Sell
67,990
-2,880
-4% -$35.6K 0.01% 77
2018
Q3
$815K Sell
70,870
-5,730
-7% -$65.9K 0.01% 76
2018
Q2
$927K Sell
76,600
-1,230
-2% -$14.9K 0.01% 74
2018
Q1
$994K Buy
77,830
+6,880
+10% +$87.9K 0.01% 72
2017
Q4
$895K Buy
70,950
+6,610
+10% +$83.4K 0.01% 64
2017
Q3
$798K Buy
64,340
+9,060
+16% +$112K 0.01% 58
2017
Q2
$666K Buy
55,280
+9,560
+21% +$115K 0.01% 51
2017
Q1
$554K Buy
45,720
+22,160
+94% +$269K 0.01% 51
2016
Q4
$263K Buy
+23,560
New +$263K ﹤0.01% 57