Safeguard Investment Advisory Group’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 | $731K | Hold |
23,191
| – | – | 0.18% | 59 |
|
|
2025
Q1 | $692K | Buy |
23,191
+657
| +3% | +$19.6K | 0.19% | 56 |
|
|
2024
Q4 | $564K | Sell |
22,534
-97
| -0.4% | -$2.43K | 0.15% | 57 |
|
|
2024
Q3 | $569K | Sell |
22,631
-413
| -2% | -$10.4K | 0.16% | 55 |
|
|
2024
Q2 | $512K | Sell |
23,044
-3,028
| -12% | -$67.3K | 0.16% | 54 |
|
|
2024
Q1 | $554K | Sell |
26,072
-1,650
| -6% | -$35K | 0.19% | 52 |
|
|
2023
Q4 | $547K | Sell |
27,722
-3,587
| -11% | -$70.8K | 0.21% | 53 |
|
|
2023
Q3 | $554K | Sell |
31,309
-2,577
| -8% | -$45.6K | 0.24% | 47 |
|
|
2023
Q2 | $622K | Sell |
33,886
-3,073
| -8% | -$56.5K | 0.27% | 47 |
|
|
2023
Q1 | $697K | Sell |
36,959
-11,921
| -24% | -$225K | 0.34% | 37 |
|
|
2022
Q4 | $854K | Sell |
48,880
-8,790
| -15% | -$154K | 0.53% | 37 |
|
|
2022
Q3 | $918K | Sell |
57,670
-6,947
| -11% | -$111K | 0.63% | 34 |
|
|
2022
Q2 | $1.2M | Hold |
64,617
| – | – | 0.74% | 29 |
|
|
2022
Q1 | $1.2M | Sell |
64,617
-1,144
| -2% | -$21.2K | 0.82% | 24 |
|
|
2021
Q4 | $1.15M | Sell |
65,761
-515
| -0.8% | -$9.04K | 0.67% | 30 |
|
|
2021
Q3 | $1.12M | Sell |
66,276
-5,628
| -8% | -$94.8K | 0.72% | 29 |
|
|
2021
Q2 | $1.22M | Sell |
71,904
-3,856
| -5% | -$65.5K | 0.87% | 24 |
|
|
2021
Q1 | $1.24M | Sell |
75,760
-16,203
| -18% | -$266K | 1.11% | 20 |
|
|
2020
Q4 | $1.68M | Buy |
+91,963
| New | +$1.68M | 1.49% | 15 |
|