WealthPlan Investment Management’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 | $435K | Buy |
+13,783
| New | +$435K | 0.03% | 250 |
|
|
2024
Q4 | – | Sell |
-23,776
| Closed | -$597K | – | 279 |
|
|
2024
Q3 | $597K | Buy |
23,776
+3,793
| +19% | +$95.3K | 0.06% | 146 |
|
|
2024
Q2 | $444K | Buy |
19,983
+2,400
| +14% | +$53.3K | 0.07% | 124 |
|
|
2024
Q1 | $373K | Sell |
17,583
-1,438
| -8% | -$30.5K | 0.06% | 137 |
|
|
2023
Q4 | $375K | Buy |
+19,021
| New | +$375K | 0.06% | 139 |
|