WWA
WCG Wealth Advisors’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 | $2.97M | Buy |
94,041
+1,525
| +2% | +$48.1K | 0.19% | 119 |
|
|
2025
Q1 | $2.76M | Buy |
92,516
+2,628
| +3% | +$78.4K | 0.21% | 117 |
|
|
2024
Q4 | $2.25M | Buy |
89,888
+618
| +0.7% | +$15.5K | 0.15% | 143 |
|
|
2024
Q3 | $2.24M | Buy |
89,270
+4,452
| +5% | +$112K | 0.15% | 147 |
|
|
2024
Q2 | $1.89M | Buy |
+84,818
| New | +$1.89M | 0.14% | 143 |
|
|
2024
Q1 | – | Sell |
-20,208
| Closed | -$399K | – | 302 |
|
|
2023
Q4 | $399K | Buy |
+20,208
| New | +$399K | 0.03% | 264 |
|