HB Wealth Management’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 | $716K | Sell |
22,710
-8,760
| -28% | -$276K | 0.01% | 609 |
|
|
2025
Q1 | $938K | Hold |
31,470
| – | – | 0.01% | 551 |
|
|
2024
Q4 | $788K | Sell |
31,470
-90
| -0.3% | -$2.26K | 0.01% | 468 |
|
|
2024
Q3 | $793K | Hold |
31,560
| – | – | 0.01% | 442 |
|
|
2024
Q2 | $701K | Hold |
31,560
| – | – | 0.01% | 445 |
|
|
2024
Q1 | $670K | Sell |
31,560
-6,030
| -16% | -$128K | 0.01% | 420 |
|
|
2023
Q4 | $742K | Sell |
37,590
-1,120
| -3% | -$22.1K | 0.01% | 368 |
|
|
2023
Q3 | $685K | Sell |
38,710
-6,900
| -15% | -$122K | 0.01% | 361 |
|
|
2023
Q2 | $838K | Sell |
45,610
-7,387
| -14% | -$136K | 0.01% | 316 |
|
|
2023
Q1 | $1M | Buy |
52,997
+24,666
| +87% | +$465K | 0.02% | 287 |
|
|
2022
Q4 | $495K | Buy |
28,331
+1,281
| +5% | +$22.4K | 0.01% | 396 |
|
|
2022
Q3 | $431K | Hold |
27,050
| – | – | 0.01% | 364 |
|
|
2022
Q2 | $469K | Sell |
27,050
-7,240
| -21% | -$126K | 0.01% | 354 |
|
|
2022
Q1 | $637K | Buy |
34,290
+6,240
| +22% | +$116K | 0.01% | 313 |
|
|
2021
Q4 | $493K | Buy |
+28,050
| New | +$493K | 0.01% | 316 |
|