Seven Post Investment Office’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 | $521K | Hold |
16,527
| – | – | 0.2% | 26 |
|
2025
Q1 | $493K | Sell |
16,527
-36
| -0.2% | -$1.07K | 0.19% | 26 |
|
2024
Q4 | $415K | Sell |
16,563
-1,149
| -6% | -$28.8K | 0.16% | 27 |
|
2024
Q3 | $445K | Sell |
17,712
-50
| -0.3% | -$1.26K | 0.07% | 43 |
|
2024
Q2 | $395K | Sell |
17,762
-1,396
| -7% | -$31K | 0.07% | 45 |
|
2024
Q1 | $407K | Sell |
19,158
-5,807
| -23% | -$123K | 0.1% | 43 |
|
2023
Q4 | $493K | Sell |
24,965
-5,048
| -17% | -$99.6K | 0.12% | 41 |
|
2023
Q3 | $531K | Buy |
30,013
+520
| +2% | +$9.2K | 0.15% | 38 |
|
2023
Q2 | $542K | Buy |
29,493
+1,189
| +4% | +$21.8K | 0.17% | 36 |
|
2023
Q1 | $534K | Sell |
28,304
-422
| -1% | -$7.96K | 0.19% | 32 |
|
2022
Q4 | $502K | Buy |
28,726
+1,808
| +7% | +$31.6K | 0.18% | 34 |
|
2022
Q3 | $429K | Buy |
26,918
+1,110
| +4% | +$17.7K | 0.17% | 32 |
|
2022
Q2 | $447K | Buy |
25,808
+1,619
| +7% | +$28K | 0.17% | 34 |
|
2022
Q1 | $449K | Buy |
24,189
+6,221
| +35% | +$115K | 0.14% | 34 |
|
2021
Q4 | $316K | Sell |
17,968
-770
| -4% | -$13.5K | 0.09% | 38 |
|
2021
Q3 | $316K | Hold |
18,738
| – | – | 0.1% | 37 |
|
2021
Q2 | $318K | Hold |
18,738
| – | – | 0.1% | 41 |
|
2021
Q1 | $307K | Sell |
18,738
-8,234
| -31% | -$135K | 0.11% | 34 |
|
2020
Q4 | $493K | Buy |
+26,972
| New | +$493K | 0.2% | 26 |
|