SSWM
Sheets Smith Wealth Management’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 | $1.86M | Hold |
59,093
| – | – | 0.22% | 99 |
|
|
2025
Q1 | $1.76M | Sell |
59,093
-6,209
| -10% | -$185K | 0.22% | 103 |
|
|
2024
Q4 | $1.64M | Sell |
65,302
-40
| -0.1% | -$1K | 0.2% | 112 |
|
|
2024
Q3 | $1.64M | Sell |
65,342
-716
| -1% | -$18K | 0.2% | 113 |
|
|
2024
Q2 | $1.47M | Hold |
66,058
| – | – | 0.18% | 122 |
|
|
2024
Q1 | $1.4M | Sell |
66,058
-2,580
| -4% | -$54.8K | 0.16% | 134 |
|
|
2023
Q4 | $1.35M | Hold |
68,638
| – | – | 0.19% | 110 |
|
|
2023
Q3 | $1.21M | Buy |
68,638
+1,005
| +1% | +$17.8K | 0.18% | 119 |
|
|
2023
Q2 | $1.24M | Buy |
67,633
+25,065
| +59% | +$460K | 0.18% | 116 |
|
|
2023
Q1 | $803K | Sell |
42,568
-9,376
| -18% | -$177K | 0.12% | 151 |
|
|
2022
Q4 | $907K | Sell |
51,944
-4,251
| -8% | -$74.3K | 0.14% | 138 |
|
|
2022
Q3 | $895K | Sell |
56,195
-2,855
| -5% | -$45.5K | 0.15% | 137 |
|
|
2022
Q2 | $1.02M | Buy |
59,050
+1,024
| +2% | +$17.7K | 0.17% | 124 |
|
|
2022
Q1 | $1.08M | Buy |
+58,026
| New | +$1.08M | 0.15% | 135 |
|