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

WR Wealth Planners’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	$129K	Hold	5,143	–	–	0.04%	201
2024 Q3	$129K	Hold	5,143	–	–	0.04%	236
2024 Q2	$114K	Buy	5,143 +143	+3%	+$3.19K	0.03%	229
2024 Q1	$106K	Buy	+5,000	New	+$99K	0.03%	247
2023 Q4	–	Sell	-5,000	Closed	-$88.5K	–	737
2023 Q3	$88.5K	Hold	5,000	–	–	0.03%	261
2023 Q2	$91.8K	Hold	5,000	–	–	0.04%	252
2023 Q1	$94.3K	Buy	+5,000	New	+$90.6K	0.04%	240

Other funds holding SGOL

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

MGP

Metis Global Partners San Diego, California $4.07B AUM 30.82% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WR Wealth Planners's SGOL Position: Q4 2024 in Review

WR Wealth Planners held its abrdn Physical Gold Shares ETF (SGOL) position steady in Q4 2024 at 5,143 shares worth $129K. The position accounts for 0.04% of the portfolio, ranked #201.

WR Wealth Planners first reported a position in SGOL in Q1 2023 and has held it in 7 quarters since. The position peaked at $129K in Q3 2024. 355 funds tracked by Wall St. Rank hold SGOL as of Q4 2024.

WR Wealth Planners held 5,143 shares of abrdn Physical Gold Shares ETF worth $129K as of Q4 2024.
WR Wealth Planners left its abrdn Physical Gold Shares ETF share count unchanged in Q4 2024.
abrdn Physical Gold Shares ETF made up 0.04% of WR Wealth Planners's portfolio in Q4 2024, its #201 holding.
WR Wealth Planners first reported a position in abrdn Physical Gold Shares ETF in Q1 2023 and has held it in 7 quarters since.
WR Wealth Planners's abrdn Physical Gold Shares ETF position peaked at $129K in Q3 2024.
355 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.