Cascade Financial Partners’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Cascade Financial Partners’s Portfolio SGOL Stock Details SGOL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$455K	Hold
2025 Q2	$390K	Hold
2025 Q1	$369K	Buy
2024 Q4	$257K	Sell
2024 Q3	$276K	Sell
2024 Q2	$246K	Sell
2024 Q1	$275K	Buy