Principia Wealth Advisory’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
$296K Sell
9,400
-595
-6% -$18.8K 0.25% 47
2025
Q1
$295K Sell
9,995
-1,105
-10% -$32.6K 0.28% 38
2024
Q4
$278K Buy
+11,100
New +$278K 0.26% 38