Perigon 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 | $772K | Sell |
24,464
-29,644
| -55% | -$935K | 0.02% | 549 |
|
|
2025
Q1 | $1.61M | Buy |
54,108
+22,378
| +71% | +$667K | 0.04% | 348 |
|
|
2024
Q4 | $822K | Sell |
31,730
-38,237
| -55% | -$991K | 0.02% | 499 |
|
|
2024
Q3 | $1.76M | Buy |
69,967
+28,693
| +70% | +$721K | 0.05% | 306 |
|
|
2024
Q2 | $917K | Buy |
41,274
+12,224
| +42% | +$272K | 0.03% | 392 |
|
|
2024
Q1 | $617K | Sell |
29,050
-9,193
| -24% | -$195K | 0.02% | 484 |
|
|
2023
Q4 | $755K | Hold |
38,243
| – | – | 0.02% | 405 |
|
|
2023
Q3 | $677K | Sell |
38,243
-5,831
| -13% | -$103K | 0.03% | 381 |
|
|
2023
Q2 | $810K | Buy |
44,074
+24,962
| +131% | +$459K | 0.03% | 352 |
|
|
2023
Q1 | $361K | Buy |
+19,112
| New | +$361K | 0.02% | 478 |
|