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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$19M	Sell	426,633 -25,811	-6%	-$1.2M	5.66%	2
2025 Q4	$18.6M	Sell	452,444 -16,349	-3%	-$647K	5.34%	2
2025 Q3	$17.3M	Buy	468,793 +97,584	+26%	+$3.22M	4.96%	2
2025 Q2	$11.7M	Sell	371,209 -68,362	-16%	-$2.14M	3.47%	3
2025 Q1	$13.1M	Buy	439,571 +1,147	+0.3%	+$31.4K	4.26%	2
2024 Q4	$11M	Buy	438,424 +83,171	+23%	+$2.11M	3.45%	3
2024 Q3	$9.22M	Buy	355,253 +42,808	+14%	+$1.01M	2.95%	7
2024 Q2	$6.94M	Sell	312,445 -17,012	-5%	-$380K	2.37%	11
2024 Q1	$7M	Sell	329,457 -112,058	-25%	-$2.22M	2.5%	10
2023 Q4	$8.72M	Sell	441,515 -322,305	-42%	-$6.09M	3.44%	4
2023 Q3	$13.5M	Buy	763,820 +227,599	+42%	+$4.2M	5.79%	3
2023 Q2	$9.85M	Buy	536,221 +63,820	+14%	+$1.21M	4.09%	7
2023 Q1	$8.91M	Buy	472,401 +105,640	+29%	+$1.91M	3.85%	6
2022 Q4	$6.41M	Buy	366,761 +213	+0.1%	+$3.53K	3.11%	6
2022 Q3	$5.83M	Buy	366,548 +165,776	+83%	+$2.74M	2.94%	6
2022 Q2	$3.48M	Buy	200,772 +11,448	+6%	+$206K	1.72%	17
2022 Q1	$3.52M	Buy	189,324 +36,515	+24%	+$658K	1.35%	20
2021 Q4	$2.68M	Buy	152,809 +81,258	+114%	+$1.4M	0.98%	30
2021 Q3	$1.21M	Sell	71,551 -1,506	-2%	-$25.9K	0.46%	70
2021 Q2	$1.24M	Buy	73,057 +3,129	+4%	+$54.5K	0.5%	63
2021 Q1	$1.15M	Sell	69,928 -92,763	-57%	-$1.6M	0.53%	57
2020 Q4	$2.97M	Sell	162,691 -8,835	-5%	-$159K	1.62%	9
2020 Q3	$3.11M	Buy	171,526 +33,612	+24%	+$619K	2.06%	11
2020 Q2	$2.36M	Buy	137,914 +5,461	+4%	+$90.1K	1.9%	11
2020 Q1	$2.01M	Sell	132,453 -12,459	-9%	-$190K	2.11%	11
2019 Q4	$2.12M	Buy	144,912 +4,162	+3%	+$59.5K	1.61%	15
2019 Q3	$2M	Buy	+140,750	New	+$2M	1.73%	13