Steward Partners Investment Advisory’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 | $418K | Hold |
13,253
| – | – | ﹤0.01% | 1390 |
|
|
2025
Q1 | $395K | Buy |
13,253
+8,137
| +159% | +$243K | ﹤0.01% | 1319 |
|
|
2024
Q4 | $128K | Hold |
5,116
| – | – | ﹤0.01% | 1856 |
|
|
2024
Q3 | $129K | Buy |
5,116
+2,050
| +67% | +$51.5K | ﹤0.01% | 1755 |
|
|
2024
Q2 | $68.1K | Hold |
3,066
| – | – | ﹤0.01% | 1949 |
|
|
2024
Q1 | $65.1K | Hold |
3,066
| – | – | ﹤0.01% | 1974 |
|
|
2023
Q4 | $60.5K | Hold |
3,066
| – | – | ﹤0.01% | 1900 |
|
|
2023
Q3 | $54.2K | Hold |
3,066
| – | – | ﹤0.01% | 1873 |
|
|
2023
Q2 | $56.3K | Sell |
3,066
-73,800
| -96% | -$1.36M | ﹤0.01% | 1828 |
|
|
2023
Q1 | $1.45M | Buy |
76,866
+75,104
| +4,262% | +$1.42M | 0.02% | 559 |
|
|
2022
Q4 | $30.8K | Buy |
1,762
+696
| +65% | +$12.2K | ﹤0.01% | 2036 |
|
|
2022
Q3 | $17K | Sell |
1,066
-100
| -9% | -$1.6K | ﹤0.01% | 2300 |
|
|
2022
Q2 | $20K | Buy |
1,166
+750
| +180% | +$12.9K | ﹤0.01% | 2231 |
|
|
2022
Q1 | $8K | Hold |
416
| – | – | ﹤0.01% | 2746 |
|
|
2021
Q4 | $7K | Sell |
416
-86
| -17% | -$1.45K | ﹤0.01% | 2738 |
|
|
2021
Q3 | $8K | Hold |
502
| – | – | ﹤0.01% | 2688 |
|
|
2021
Q2 | $9K | Sell |
502
-20
| -4% | -$359 | ﹤0.01% | 6261 |
|
|
2021
Q1 | $8.56K | Hold |
522
| – | – | ﹤0.01% | 2837 |
|
|
2020
Q4 | $10K | Hold |
522
| – | – | ﹤0.01% | 2322 |
|
|
2020
Q3 | $9K | Buy |
522
+416
| +392% | +$7.17K | ﹤0.01% | 2190 |
|
|
2020
Q2 | $2K | Hold |
106
| – | – | ﹤0.01% | 2491 |
|
|
2020
Q1 | $1K | Buy |
106
+86
| +430% | +$811 | ﹤0.01% | 2418 |
|
|
2019
Q4 | $0 | Hold |
20
| – | – | ﹤0.01% | 2729 |
|
|
2019
Q3 | $0 | Buy |
+20
| New | – | ﹤0.01% | 2753 |
|