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

Triton Wealth Management’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
2024
Q4 		$306K Hold
12,057
– – 0.16% 67
2024
Q3 		$306K Hold
12,057
– – 0.17% 62
2024
Q2 		$277K Buy
+12,057
New +$269K 0.16% 67

Other funds holding SGOL

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
MGP
Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PC
Pureheart Capital Singapore $459M AUM 23.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Triton Wealth Management's SGOL Position: Q4 2024 in Review

Triton Wealth Management held its abrdn Physical Gold Shares ETF (SGOL) position steady in Q4 2024 at 12,057 shares worth $306K. The position accounts for 0.16% of the portfolio, ranked #67.

Triton Wealth Management first reported a position in SGOL in Q2 2024 and has held it in 3 quarters since. The position peaked at $306K in Q3 2024. 355 funds tracked by Wall St. Rank hold SGOL as of Q4 2024.

  • Triton Wealth Management held 12,057 shares of abrdn Physical Gold Shares ETF worth $306K as of Q4 2024.
  • Triton Wealth Management left its abrdn Physical Gold Shares ETF share count unchanged in Q4 2024.
  • abrdn Physical Gold Shares ETF made up 0.16% of Triton Wealth Management's portfolio in Q4 2024, its #67 holding.
  • Triton Wealth Management first reported a position in abrdn Physical Gold Shares ETF in Q2 2024 and has held it in 3 quarters since.
  • Triton Wealth Management's abrdn Physical Gold Shares ETF position peaked at $306K in Q3 2024.
  • 355 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q4 2024.

Based on Triton Wealth Management's 13F filing for Q4 2024, filed 18 Mar 2025.