CIA
Concurrent Investment Advisors’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 | $680K | Buy |
21,552
+9,600
| +80% | +$303K | 0.01% | 736 |
|
|
2025
Q1 | $356K | Sell |
11,952
-30
| -0.3% | -$895 | 0.01% | 841 |
|
|
2024
Q4 | $300K | Hold |
11,982
| – | – | 0.01% | 821 |
|
|
2024
Q3 | $301K | Sell |
11,982
-3,180
| -21% | -$79.9K | 0.01% | 774 |
|
|
2024
Q2 | $337K | Hold |
15,162
| – | – | 0.01% | 697 |
|
|
2024
Q1 | $322K | Hold |
15,162
| – | – | 0.01% | 651 |
|
|
2023
Q4 | $299K | Buy |
+15,162
| New | +$299K | 0.01% | 647 |
|