Sowell Financial Services’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 Q1	$3.05M	Buy	68,430 +1,624	+2%	+$75.4K	0.11%	195
2025 Q4	$2.74M	Sell	66,806 -20,213	-23%	-$800K	0.1%	208
2025 Q3	$3.2M	Buy	87,019 +15,990	+23%	+$528K	0.12%	176
2025 Q2	$2.24M	Buy	71,029 +809	+1%	+$25.4K	0.09%	230
2025 Q1	$2.09M	Sell	70,220 -903	-1%	-$24.7K	0.1%	225
2024 Q4	$1.78M	Sell	71,123 -38,986	-35%	-$991K	0.09%	234
2024 Q3	$2.77M	Buy	110,109 +13,047	+13%	+$309K	0.13%	181
2024 Q2	$2.16M	Sell	97,062 -7,516	-7%	-$168K	0.1%	203
2024 Q1	$2.22M	Buy	104,578 +21,216	+25%	+$420K	0.1%	209
2023 Q4	$1.65M	Buy	+83,362	New	+$1.58M	0.09%	247
2021 Q2	–	Sell	-16,694	Closed	-$291K	–	2338
2021 Q1	$291K	Sell	16,694 -17,353	-51%	-$299K	0.01%	863
2020 Q4	$622K	Sell	34,047 -8,488	-20%	-$153K	0.03%	453
2020 Q3	$772K	Sell	42,535 -40,057	-48%	-$737K	0.04%	358
2020 Q2	$1.42M	Buy	82,592 +63,206	+326%	+$1.04M	0.08%	216
2020 Q1	$294K	Sell	19,386 -2,371	-11%	-$36.1K	0.02%	551
2019 Q4	$318K	Sell	21,757 -1,423	-6%	-$20.3K	0.02%	578
2019 Q3	$329K	Buy	+23,180	New	+$329K	0.03%	512