Sheets Smith Wealth Management’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.14M	Buy	55,878 +434	+0.8%	+$18.6K	0.21%	97
2026 Q1	$2.47M	Sell	55,444 -1,842	-3%	-$85.5K	0.28%	81
2025 Q4	$2.35M	Sell	57,286 -1,818	-3%	-$71.9K	0.26%	82
2025 Q3	$2.18M	Buy	59,104 +11	+0%	+$363	0.25%	88
2025 Q2	$1.86M	Hold	59,093	–	–	0.22%	99
2025 Q1	$1.76M	Sell	59,093 -6,209	-10%	-$170K	0.22%	103
2024 Q4	$1.64M	Sell	65,302 -40	-0.1%	-$1.02K	0.2%	112
2024 Q3	$1.64M	Sell	65,342 -716	-1%	-$16.9K	0.2%	113
2024 Q2	$1.47M	Hold	66,058	–	–	0.18%	122
2024 Q1	$1.4M	Sell	66,058 -2,580	-4%	-$51.1K	0.16%	134
2023 Q4	$1.35M	Hold	68,638	–	–	0.19%	110
2023 Q3	$1.21M	Buy	68,638 +1,005	+1%	+$18.5K	0.18%	119
2023 Q2	$1.24M	Buy	67,633 +25,065	+59%	+$475K	0.18%	116
2023 Q1	$803K	Sell	42,568 -9,376	-18%	-$170K	0.12%	151
2022 Q4	$907K	Sell	51,944 -4,251	-8%	-$70.5K	0.14%	138
2022 Q3	$895K	Sell	56,195 -2,855	-5%	-$47.2K	0.15%	137
2022 Q2	$1.02M	Buy	59,050 +1,024	+2%	+$18.4K	0.17%	124
2022 Q1	$1.08M	Buy	+58,026	New	+$1.05M	0.15%	135