Cascade Financial Partners, LLC Abrdn Gold ETF Trust Transaction History

Cascade Financial Partners, LLC

  • $793 Billion
  • Q1 2025

A detailed history of Cascade Financial Partners, LLC transactions in Abrdn Gold ETF Trust stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 12,370 shares of SGOL stock, worth $396,705. This represents 0.05% of its overall portfolio holdings.

Number of Shares
12,370
Previous 10,270 20.45%
Holding current value
$396,705
Previous $257 Million 43.38%
% of portfolio
0.05%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$25.14 - $29.82 $52,794 - $62,622
2,100 Added 20.45%
12,370 $369 Million
Q4 2024

Feb 07, 2025
SELL
$24.46 - $26.62 $6,115 - $6,655
-250 Reduced 2.38%
10,270 $257 Million
Q3 2024

Oct 24, 2024
SELL
$22.26 - $25.51 $12,243 - $14,030
-550 Reduced 4.97%
10,520 $276 Million
Q2 2024

Jul 31, 2024
SELL
$21.45 - $23.19 $26,169 - $28,291
-1,220 Reduced 9.93%
11,070 $246 Million
Q1 2024

May 14, 2024
BUY
$19.03 - $21.24 $233,878 - $261,039
12,290 New
12,290 $275 Million

Others Institutions Holding SGOL

# of Institutions
413
Shares Held
58.9M
Call Options Held
1.16M
Put Options Held
10.2K
View Full List

About abrdn Gold ETF Trust

SGOL Quotes by TradingView
  • Ticker SGOL
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 145,000,000
  • Market Cap $4.65B
More about SGOL
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