Transform Wealth’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Transform Wealth’s Portfolio SGOL Stock Details SGOL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$1.11M	Sell	37,229 -4,449	-11%	-$122K	0.07%	136
2024 Q4	$1.04M	Buy	41,678 +22,838	+121%	+$580K	0.06%	141
2024 Q3	$473K	Hold	18,840	–	–	0.03%	154
2024 Q2	$419K	Buy	18,840 +5,000	+36%	+$112K	0.03%	155
2024 Q1	$294K	Sell	13,840 -5,000	-27%	-$99K	0.03%	186
2023 Q4	$372K	Hold	18,840	–	–	0.04%	191
2023 Q3	$333K	Sell	18,840 -18,840	-50%	-$347K	0.04%	197
2023 Q2	$692K	Hold	37,680	–	–	0.06%	158
2023 Q1	$711K	Buy	37,680 +18,840	+100%	+$341K	0.07%	148
2022 Q4	$329K	Buy	+18,840	New	+$312K	0.04%	181

Other funds holding SGOL

MGP

Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Pureheart Capital Singapore $459M AUM 23.59% 1-Year Est. Return

PPH

Pure Portfolios Holdings Lake Oswego, Oregon $332M AUM 20.54% 1-Year Est. Return

Transform Wealth's SGOL Position: Q1 2025 in Review

Transform Wealth reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 11% in Q1 2025, selling an estimated $122K and leaving 37,229 shares worth $1.11M. The position accounts for 0.07% of the portfolio, ranked #136.

Transform Wealth first reported a position in SGOL in Q4 2022 and has held it in 10 quarters since. 384 funds tracked by Wall St. Rank hold SGOL as of Q1 2025.

Transform Wealth held 37,229 shares of abrdn Physical Gold Shares ETF worth $1.11M as of Q1 2025.
Transform Wealth sold 4,449 abrdn Physical Gold Shares ETF shares in Q1 2025, an estimated $122K.
abrdn Physical Gold Shares ETF made up 0.07% of Transform Wealth's portfolio in Q1 2025, its #136 holding.
Transform Wealth first reported a position in abrdn Physical Gold Shares ETF in Q4 2022 and has held it in 10 quarters since.
384 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.