SWA
SFMG Wealth Advisors’s abrdn Physical Gold Shares ETF SGOL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $315K | Hold |
10,000
| – | – | 0.02% | 204 |
|
|
2025
Q1 | $298K | Hold |
10,000
| – | – | 0.02% | 201 |
|
|
2024
Q4 | $251K | Hold |
10,000
| – | – | 0.02% | 222 |
|
|
2024
Q3 | $251K | Hold |
10,000
| – | – | 0.02% | 215 |
|
|
2024
Q2 | $222K | Hold |
10,000
| – | – | 0.02% | 229 |
|
|
2024
Q1 | $212K | Hold |
10,000
| – | – | 0.02% | 242 |
|
|
2023
Q4 | $197K | Hold |
10,000
| – | – | 0.02% | 243 |
|
|
2023
Q3 | $177K | Sell |
10,000
-14
| -0.1% | -$248 | 0.02% | 225 |
|
|
2023
Q2 | $184K | Hold |
10,014
| – | – | 0.02% | 233 |
|
|
2023
Q1 | $189K | Hold |
10,014
| – | – | 0.02% | 236 |
|
|
2022
Q4 | $175K | Hold |
10,014
| – | – | 0.02% | 234 |
|
|
2022
Q3 | $161K | Hold |
10,014
| – | – | 0.02% | 227 |
|
|
2022
Q2 | $174K | Hold |
10,014
| – | – | 0.02% | 242 |
|
|
2022
Q1 | $186K | Hold |
10,014
| – | – | 0.02% | 276 |
|
|
2021
Q4 | $176K | Sell |
10,014
-173,110
| -95% | -$3.04M | 0.02% | 274 |
|
|
2021
Q3 | $3.09M | Sell |
183,124
-2,000
| -1% | -$33.7K | 0.34% | 42 |
|
|
2021
Q2 | $3.15M | Sell |
185,124
-3,100
| -2% | -$52.7K | 0.35% | 38 |
|
|
2021
Q1 | $3.09M | Sell |
188,224
-224,750
| -54% | -$3.69M | 0.36% | 37 |
|
|
2020
Q4 | $7.55M | Sell |
412,974
-5,676
| -1% | -$104K | 0.96% | 18 |
|
|
2020
Q3 | $7.6M | Sell |
418,650
-198
| -0% | -$3.59K | 1.05% | 18 |
|
|
2020
Q2 | $7.18M | Buy |
+418,848
| New | +$7.18M | 1.02% | 18 |
|