Ever Source Wealth Advisors, LLC Abrdn Gold ETF Trust Transaction History

Ever Source Wealth Advisors, LLC

  • $1.66 Billion
  • Q1 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Abrdn Gold ETF Trust stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 27,758 shares of SGOL stock, worth $887,700. This represents 0.05% of its overall portfolio holdings.

Number of Shares
27,758
Previous 11,851 134.22%
Holding current value
$887,700
Previous $296,000 179.39%
% of portfolio
0.05%
Previous 0.02%

Shares

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

May 13, 2025
BUY
$25.14 - $29.82 $399,901 - $474,346
15,907 Added 134.22%
27,758 $827,000
Q4 2024

Feb 07, 2025
BUY
$24.46 - $26.62 $289,875 - $315,473
11,851 New
11,851 $296,000

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 $4.64B
More about SGOL
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email