Geo Wealth Management, LLC Abrdn Gold ETF Trust Transaction History

Geo Wealth Management, LLC

  • $2.73 Billion
  • Q3 2024

A detailed history of Geo Wealth Management, LLC transactions in Abrdn Gold ETF Trust stock. As of the latest transaction made, Geo Wealth Management, LLC holds 52,319 shares of SGOL stock, worth $1.29 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
52,319
Previous 33,713 55.19%
Holding current value
$1.29 Million
Previous $749,000 75.43%
% of portfolio
0.05%
Previous 0.03%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$22.26 - $25.51 $414,169 - $474,639
18,606 Added 55.19%
52,319 $1.31 Million
Q2 2024

Aug 12, 2024
SELL
$21.45 - $23.19 $1.1 Million - $1.19 Million
-51,329 Reduced 60.36%
33,713 $749,000
Q1 2024

May 15, 2024
SELL
$19.03 - $21.24 $1.14 Million - $1.27 Million
-59,767 Reduced 70.28%
25,275 $536,000
Q1 2024

May 15, 2024
BUY
$19.03 - $21.24 $686,887 - $766,657
36,095 Added 73.74%
85,042 $1.81 Million
Q4 2023

Feb 13, 2024
BUY
$17.41 - $19.87 $852,167 - $972,576
48,947 New
48,947 $966,000
Q1 2023

May 12, 2023
SELL
$17.34 - $19.13 $217,530 - $239,985
-12,545 Reduced 98.35%
211 $4,000
Q4 2022

Feb 13, 2023
SELL
$15.58 - $17.47 $206,902 - $232,001
-13,280 Reduced 51.01%
12,756 $223,000
Q3 2022

Nov 14, 2022
SELL
$15.57 - $17.3 $294,802 - $327,558
-18,934 Reduced 42.1%
26,036 $416,000
Q2 2022

Aug 12, 2022
SELL
$17.33 - $18.98 $2.35 Million - $2.57 Million
-135,512 Reduced 75.08%
44,970 $779,000
Q1 2022

May 13, 2022
BUY
$17.16 - $19.69 $316,481 - $363,142
18,443 Added 11.38%
180,482 $3.35 Million
Q4 2021

Feb 14, 2022
SELL
$16.83 - $17.91 $353,817 - $376,521
-21,023 Reduced 11.48%
162,039 $2.85 Million
Q3 2021

Nov 12, 2021
BUY
$16.56 - $17.56 $3.03 Million - $3.21 Million
183,062 New
183,062 $3.09 Million
Q1 2021

May 13, 2021
SELL
$16.15 - $18.73 $2.68 Million - $3.11 Million
-166,235 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
$17.08 - $18.76 $31,683 - $34,799
1,855 Added 1.13%
166,235 $3.03 Million
Q3 2020

Nov 13, 2020
SELL
$17.05 - $19.85 $538,149 - $626,525
-31,563 Reduced 16.11%
164,380 $2.98 Million
Q2 2020

Aug 14, 2020
BUY
$15.31 - $17.14 $3 Million - $3.36 Million
195,943 New
195,943 $3.36 Million

Others Institutions Holding SGOL

# of Institutions
352
Shares Held
52M
Call Options Held
65.7K
Put Options Held
21.1K
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 $3.59B
More about SGOL
Track This Portfolio

Track Geo Wealth Management, LLC Portfolio

Follow Geo Wealth Management, 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 Geo Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Geo Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email