Householder Group Estate & Retirement Specialist’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	–	Sell	-7,517	Closed	-$188K	–	1099
2024 Q3	$188K	Buy	7,517 +2,773	+58%	+$65.6K	0.05%	253
2024 Q2	$105K	Hold	4,744	–	–	0.03%	342
2024 Q1	$101K	Sell	4,744 -310	-6%	-$6.14K	0.03%	342
2023 Q4	$99K	Buy	5,054 +2,630	+108%	+$49.7K	0.03%	336
2023 Q3	$42.9K	Buy	+2,424	New	+$44.7K	0.02%	477
2023 Q1	$41K	Buy	+2,148	New	+$38.9K	0.02%	476
2022 Q4	–	Sell	-1,229	Closed	-$19K	–	980
2022 Q3	$19K	Buy	+1,229	New	+$20.3K	0.01%	591

Other funds holding SGOL

MGP

Metis Global Partners San Diego, California $4.41B AUM 36.75% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Pureheart Capital Singapore $223M AUM 26.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SGOL Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of abrdn Physical Gold Shares ETF (SGOL) in Q4 2024, closing a stake of 7,517 shares — an estimated $188K sold.

Householder Group Estate & Retirement Specialist first reported a position in SGOL in Q3 2022 and held it in 7 quarters. The position peaked at $188K in Q3 2024. 357 funds tracked by Wall St. Rank hold SGOL as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining abrdn Physical Gold Shares ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 7,517 abrdn Physical Gold Shares ETF shares in Q4 2024, an estimated $188K.
Householder Group Estate & Retirement Specialist first reported a position in abrdn Physical Gold Shares ETF in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's abrdn Physical Gold Shares ETF position peaked at $188K in Q3 2024.
357 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.