Xcel 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	$2.49M	Buy	55,835 +306	+0.6%	+$14.2K	0.69%	44
2025 Q4	$2.28M	Hold	55,529	–	–	0.58%	46
2025 Q3	$2.04M	Buy	55,529 +15,324	+38%	+$506K	0.53%	46
2025 Q2	$1.27M	Sell	40,205 -20	-0%	-$627	0.36%	58
2025 Q1	$1.2M	Hold	40,225	–	–	0.37%	57
2024 Q4	$1.01M	Hold	40,225	–	–	0.28%	61
2024 Q3	$1.01M	Hold	40,225	–	–	0.3%	61
2024 Q2	$894K	Hold	40,225	–	–	0.28%	64
2024 Q1	$854K	Hold	40,225	–	–	0.27%	63
2023 Q4	$794K	Sell	40,225 -5,000	-11%	-$94.5K	0.28%	60
2023 Q3	$800K	Sell	45,225 -11,000	-20%	-$203K	0.32%	60
2023 Q2	$1.03M	Sell	56,225 -1,000	-2%	-$18.9K	0.33%	61
2023 Q1	$1.08M	Buy	57,225 +5,250	+10%	+$95.1K	0.38%	55
2022 Q4	$908K	Sell	51,975 -13,750	-21%	-$228K	0.36%	58
2022 Q3	$1.05M	Sell	65,725 -250	-0.4%	-$4.14K	0.39%	55
2022 Q2	$1.14M	Buy	65,975 +5,000	+8%	+$89.8K	0.42%	53
2022 Q1	$1.13M	Sell	60,975 -3,250	-5%	-$58.6K	0.31%	66
2021 Q4	$1.13M	Sell	64,225 -24,000	-27%	-$414K	0.29%	72
2021 Q3	$1.49M	Sell	88,225 -7,190	-8%	-$124K	0.43%	61
2021 Q2	$1.62M	Sell	95,415 -56,970	-37%	-$993K	0.49%	52
2021 Q1	$2.5M	Buy	152,385 +6,860	+5%	+$118K	0.89%	33
2020 Q4	$2.66M	Sell	145,525 -360	-0.2%	-$6.5K	1.15%	29
2020 Q3	$2.65M	Buy	145,885 +113,185	+346%	+$2.08M	1.36%	25
2020 Q2	$560K	Hold	32,700	–	–	0.35%	59
2020 Q1	$495K	Buy	+32,700	New	+$498K	0.45%	47