Foundations Investment Advisors’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
$2.22M Sell
70,323
-51,330
-42% -$1.62M 0.04% 298
2025
Q1
$3.63M Buy
121,653
+50,482
+71% +$1.51M 0.07% 230
2024
Q4
$1.78M Buy
71,171
+12,348
+21% +$309K 0.03% 305
2024
Q3
$1.48M Buy
58,823
+11,601
+25% +$292K 0.03% 314
2024
Q2
$1.05M Buy
47,222
+11,433
+32% +$254K 0.03% 328
2024
Q1
$760K Buy
35,789
+7,484
+26% +$159K 0.02% 374
2023
Q4
$556K Buy
28,305
+16,973
+150% +$334K 0.01% 417
2023
Q3
$200K Buy
+11,332
New +$200K 0.01% 616