Laird Norton Wetherby Wealth Management’s abrdn Physical Gold Shares ETF SGOL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $810K | Buy |
+25,677
| New | +$810K | 0.04% | 421 |
|
|
2024
Q4 | $698K | Hold |
27,868
| – | – | 0.03% | 432 |
|
|
2024
Q3 | $700K | Sell |
27,868
-1,438
| -5% | -$36.1K | 0.03% | 456 |
|
|
2024
Q2 | $651K | Sell |
29,306
-2,384
| -8% | -$53K | 0.03% | 470 |
|
|
2024
Q1 | $673K | Hold |
31,690
| – | – | 0.03% | 467 |
|
|
2023
Q4 | $626K | Buy |
31,690
+14,355
| +83% | +$283K | 0.03% | 465 |
|
|
2023
Q3 | $307K | Hold |
17,335
| – | – | 0.02% | 677 |
|
|
2023
Q2 | $318K | Sell |
17,335
-209
| -1% | -$3.84K | 0.02% | 692 |
|
|
2023
Q1 | $331K | Sell |
17,544
-211
| -1% | -$3.98K | 0.02% | 669 |
|
|
2022
Q4 | $310K | Sell |
17,755
-467
| -3% | -$8.16K | 0.02% | 671 |
|
|
2022
Q3 | $290K | Sell |
18,222
-123
| -0.7% | -$1.96K | 0.02% | 668 |
|
|
2022
Q2 | $318K | Hold |
18,345
| – | – | 0.02% | 657 |
|
|
2022
Q1 | $341K | Sell |
18,345
-833
| -4% | -$15.5K | 0.02% | 668 |
|
|
2021
Q4 | $337K | Hold |
19,178
| – | – | 0.02% | 671 |
|
|
2021
Q3 | $323K | Buy |
19,178
+125
| +0.7% | +$2.11K | 0.02% | 669 |
|
|
2021
Q2 | $324K | Buy |
+19,053
| New | +$324K | 0.02% | 676 |
|
|
2021
Q1 | – | Sell |
-18,202
| Closed | -$333K | – | 860 |
|
|
2020
Q4 | $333K | Buy |
+18,202
| New | +$333K | 0.02% | 611 |
|