Plante Moran Financial Advisors’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 | $23.9K | Buy |
758
+222
| +41% | +$7K | ﹤0.01% | 452 |
|
|
2025
Q1 | $16K | Hold |
536
| – | – | ﹤0.01% | 508 |
|
|
2024
Q4 | $13.4K | Hold |
536
| – | – | ﹤0.01% | 541 |
|
|
2024
Q3 | $13.5K | Hold |
536
| – | – | ﹤0.01% | 576 |
|
|
2024
Q2 | $11.9K | Buy |
+536
| New | +$11.9K | ﹤0.01% | 559 |
|
|
2020
Q4 | – | Sell |
-730
| Closed | -$13K | – | 1008 |
|
|
2020
Q3 | $13K | Hold |
730
| – | – | ﹤0.01% | 568 |
|
|
2020
Q2 | $13K | Hold |
730
| – | – | 0.01% | 494 |
|
|
2020
Q1 | $11K | Hold |
730
| – | – | 0.01% | 488 |
|
|
2019
Q4 | $11K | Hold |
730
| – | – | ﹤0.01% | 535 |
|
|
2019
Q3 | $10K | Hold |
730
| – | – | ﹤0.01% | 597 |
|
|
2019
Q2 | $10K | Hold |
730
| – | – | ﹤0.01% | 570 |
|
|
2019
Q1 | $9K | Hold |
730
| – | – | ﹤0.01% | 567 |
|
|
2018
Q4 | $9K | Hold |
730
| – | – | ﹤0.01% | 519 |
|
|
2018
Q3 | $8K | Hold |
730
| – | – | ﹤0.01% | 530 |
|
|
2018
Q2 | $9K | Hold |
730
| – | – | ﹤0.01% | 557 |
|
|
2018
Q1 | $9K | Hold |
730
| – | – | ﹤0.01% | 624 |
|
|
2017
Q4 | $9K | Hold |
730
| – | – | 0.01% | 613 |
|
|
2017
Q3 | $9K | Hold |
730
| – | – | 0.01% | 558 |
|
|
2017
Q2 | $9K | Hold |
730
| – | – | 0.01% | 576 |
|
|
2017
Q1 | $9K | Hold |
730
| – | – | 0.01% | 593 |
|
|
2016
Q4 | $8K | Buy |
+730
| New | +$8K | 0.01% | 632 |
|