Atria Wealth Solutions, Inc. Abrdn Gold ETF Trust Transaction History

Atria Wealth Solutions, Inc.

$8.79 Billion
Q2 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Abrdn Gold ETF Trust stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 287,216 shares of SGOL stock, worth $6.84 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

287,216

Previous 268,507 6.97%

Holding current value

$6.84 Million

Previous $5.7 Million 11.89%

% of portfolio

0.07%

Previous 0.07%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 22, 2024	BUY	$21.45 - $23.19 $401,308 - $433,861	18,709 Added 6.97%	287,216 $6.38 Million
Q1 2024 May 13, 2024	BUY	$19.03 - $21.24 $183,392 - $204,689	9,637 Added 3.72%	268,507 $5.7 Million
Q4 2023 Feb 02, 2024	SELL	$17.41 - $19.87 $216,928 - $247,580	-12,460 Reduced 4.59%	258,870 $5.11 Million
Q3 2023 Nov 08, 2023	BUY	$17.69 - $18.94 $3.88 Million - $4.15 Million	219,155 Added 420.04%	271,330 $4.8 Million
Q2 2023 Aug 03, 2023	BUY	$18.25 - $19.63 $714,542 - $768,573	39,153 Added 300.67%	52,175 $958,000
Q1 2023 Aug 22, 2023	SELL	$17.34 - $19.13 $134,974 - $148,907	-7,784 Reduced 14.92%	44,391 $837,000
Q1 2023 Jun 14, 2023	SELL	$17.34 - $19.13 $543,938 - $600,088	-31,369 Reduced 70.67%	13,022 $245,000
Q1 2023 May 10, 2023	BUY	$17.34 - $19.13 $543,938 - $600,088	31,369 Added 240.89%	44,391 $837,000
Q4 2022 Aug 30, 2023	SELL	$15.58 - $17.47 $610,003 - $684,002	-39,153 Reduced 75.04%	13,022 $227,000
Q3 2022 Feb 13, 2023	SELL	$15.57 - $17.3 $171,581 - $190,646	-11,020 Reduced 45.84%	13,022 $205,000
Q3 2022 Nov 14, 2022	BUY	$15.57 - $17.3 $176,485 - $196,095	11,335 Added 89.2%	24,042 $398,000
Q2 2022 Aug 15, 2022	BUY	$17.33 - $18.98 $6,360 - $6,965	367 Added 2.97%	12,707 $220,000
Q1 2022 May 16, 2022	BUY	$17.16 - $19.69 $211,754 - $242,974	12,340 New	12,340 $229,000

Others Institutions Holding SGOL

# of Institutions

325

Shares Held

44.7M

Call Options Held

68.6K

Put Options Held

4.6K

View Full List

About abrdn Gold ETF Trust

Ticker SGOL
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 145,000,000
Market Cap $3.46B

More about SGOL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.

Account

Atria Wealth Solutions, Inc. Abrdn Gold ETF Trust Transaction History