EFS
Essex Financial Services’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 | $366K | Hold |
11,595
| – | – | 0.02% | 489 |
|
|
2025
Q1 | $346K | Hold |
11,595
| – | – | 0.02% | 465 |
|
|
2024
Q4 | $290K | Hold |
11,595
| – | – | 0.02% | 497 |
|
|
2024
Q3 | $304K | Hold |
11,595
| – | – | 0.02% | 497 |
|
|
2024
Q2 | $268K | Buy |
+11,595
| New | +$268K | 0.02% | 515 |
|
|
2022
Q3 | – | Sell |
-69,330
| Closed | -$1.2M | – | 483 |
|
|
2022
Q2 | $1.2M | Hold |
69,330
| – | – | 0.13% | 147 |
|
|
2022
Q1 | $1.29M | Hold |
69,330
| – | – | 0.12% | 168 |
|
|
2021
Q4 | $1.22M | Sell |
69,330
-2,673
| -4% | -$46.9K | 0.12% | 173 |
|
|
2021
Q3 | $1.21M | Buy |
72,003
+2,673
| +4% | +$45K | 0.14% | 159 |
|
|
2021
Q2 | $1.18M | Buy |
+69,330
| New | +$1.18M | 0.17% | 128 |
|
|
2014
Q4 | – | Sell |
-2,900
| Closed | -$344K | – | 329 |
|
|
2014
Q3 | $344K | Buy |
+2,900
| New | +$344K | 0.1% | 207 |
|