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Global Wealth Strategies & Associates’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Global Wealth Strategies & Associates’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
Q1 		– Sell
-8
Closed -$200 – 509
2024
Q4 		$200 Sell
8
-6
-43% -$152 ﹤0.01% 381
2024
Q3 		$352 Buy
14
+3
+27% +$71 ﹤0.01% 341
2024
Q2 		$244 Hold
11
– – ﹤0.01% 318
2024
Q1 		$234 Buy
11
+7
+175% +$139 ﹤0.01% 335
2023
Q4 		$79 Buy
+4
New +$76 ﹤0.01% 311

Other funds holding SGOL

MGP
Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PC
Pureheart Capital Singapore $459M AUM 23.59% 1-Year Est. Return
PPH
Pure Portfolios Holdings Lake Oswego, Oregon $332M AUM 20.54% 1-Year Est. Return

Global Wealth Strategies & Associates's SGOL Position: Q1 2025 in Review

Global Wealth Strategies & Associates sold out of abrdn Physical Gold Shares ETF (SGOL) in Q1 2025, closing a stake of 8 shares — an estimated $200 sold.

Global Wealth Strategies & Associates first reported a position in SGOL in Q4 2023 and held it in 5 quarters. The position peaked at $352 in Q3 2024. 384 funds tracked by Wall St. Rank hold SGOL as of Q1 2025.

  • Global Wealth Strategies & Associates reported no remaining abrdn Physical Gold Shares ETF position as of Q1 2025 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 8 abrdn Physical Gold Shares ETF shares in Q1 2025, an estimated $200.
  • Global Wealth Strategies & Associates first reported a position in abrdn Physical Gold Shares ETF in Q4 2023 and held it in 5 quarters.
  • Global Wealth Strategies & Associates's abrdn Physical Gold Shares ETF position peaked at $352 in Q3 2024.
  • 384 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q1 2025, filed 2 Apr 2025.