Carolinas Wealth Consulting’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Carolinas Wealth Consulting’s Portfolio SGOL Stock Details SGOL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-771	Closed	-$23K	–	775
2025 Q1	$23K	Buy	771 +123	+19%	+$3.37K	﹤0.01%	442
2024 Q4	$16.2K	Hold	648	–	–	﹤0.01%	488
2024 Q3	$16.3K	Buy	648 +399	+160%	+$9.44K	﹤0.01%	496
2024 Q2	$5.53K	Hold	249	–	–	﹤0.01%	637
2024 Q1	$5.29K	Hold	249	–	–	﹤0.01%	640
2023 Q4	$4.92K	Hold	249	–	–	﹤0.01%	623
2023 Q3	$4.73K	Sell	249 -622	-71%	-$11.5K	﹤0.01%	613
2023 Q2	$16K	Hold	871	–	–	﹤0.01%	513
2023 Q1	$16.4K	Hold	871	–	–	﹤0.01%	528
2022 Q4	$15.2K	Buy	+871	New	+$14.4K	﹤0.01%	546

Other funds holding SGOL

MGP

Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Pureheart Capital Singapore $459M AUM 23.59% 1-Year Est. Return

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

Carolinas Wealth Consulting's SGOL Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of abrdn Physical Gold Shares ETF (SGOL) in Q2 2025, closing a stake of 771 shares — an estimated $23K sold.

Carolinas Wealth Consulting first reported a position in SGOL in Q4 2022 and held it in 10 quarters. The position peaked at $23K in Q1 2025. 389 funds tracked by Wall St. Rank hold SGOL as of Q2 2025.

Carolinas Wealth Consulting reported no remaining abrdn Physical Gold Shares ETF position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 771 abrdn Physical Gold Shares ETF shares in Q2 2025, an estimated $23K.
Carolinas Wealth Consulting first reported a position in abrdn Physical Gold Shares ETF in Q4 2022 and held it in 10 quarters.
Carolinas Wealth Consulting's abrdn Physical Gold Shares ETF position peaked at $23K in Q1 2025.
389 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.