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IWM
IHT Wealth Management’s
abrdn Physical Gold Shares ETF
SGOL
Stock Holding History
IHT Wealth Management’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
2026
Q1
$2.46M
Buy
55,098
+1,096
+2%
+$50.9K
0.06%
321
2025
Q4
$2.22M
Buy
54,002
+4,001
+8%
+$158K
0.05%
318
2025
Q3
$1.84M
Hold
50,001
–
–
0.05%
354
2025
Q2
$1.58M
Hold
50,001
–
–
0.04%
367
2025
Q1
$1.49M
Buy
50,001
+1,771
+4%
+$48.5K
0.05%
353
2024
Q4
$1.21M
Sell
48,230
-1,595
-3%
-$40.5K
0.04%
395
2024
Q3
$1.25M
Buy
49,825
+1,135
+2%
+$26.9K
0.04%
444
2024
Q2
$1.08M
Sell
48,690
-1,160
-2%
-$25.9K
0.04%
413
2024
Q1
$1.06M
Sell
49,850
-7,676
-13%
-$152K
0.04%
403
2023
Q4
$1.14M
Buy
57,526
+4,497
+8%
+$85K
0.05%
354
2023
Q3
$938K
Buy
53,029
+39,747
+299%
+$733K
0.05%
361
2023
Q2
$244K
Buy
13,282
+1,006
+8%
+$19K
0.01%
803
2023
Q1
$232K
Buy
+12,276
New
+$222K
0.01%
792
2021
Q3
–
Sell
-38,346
Closed
-$651K
–
950
2021
Q2
$651K
Buy
+38,346
New
+$668K
0.04%
439
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1-Year Est. Return
UBS Group
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1-Year Est. Return
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EFG
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$592M AUM
25.27%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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