Iht Wealth Management, LLC Abrdn Gold ETF Trust Transaction History

Iht Wealth Management, LLC

$2.62 Billion
Q2 2024

A detailed history of Iht Wealth Management, LLC transactions in Abrdn Gold ETF Trust stock. As of the latest transaction made, Iht Wealth Management, LLC holds 48,690 shares of SGOL stock, worth $1.23 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

48,690

Previous 49,850 2.33%

Holding current value

$1.23 Million

Previous $1.06 Million 2.17%

% of portfolio

0.04%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	SELL	$21.45 - $23.19 $24,882 - $26,900	-1,160 Reduced 2.33%	48,690 $1.08 Million
Q1 2024 May 15, 2024	SELL	$19.03 - $21.24 $146,074 - $163,038	-7,676 Reduced 13.34%	49,850 $1.06 Million
Q4 2023 Feb 14, 2024	BUY	$17.41 - $19.87 $78,292 - $89,355	4,497 Added 8.48%	57,526 $1.14 Million
Q3 2023 Nov 14, 2023	BUY	$17.69 - $18.94 $703,124 - $752,808	39,747 Added 299.25%	53,029 $938,000
Q2 2023 Aug 14, 2023	BUY	$18.25 - $19.63 $18,359 - $19,747	1,006 Added 8.19%	13,282 $243,000
Q1 2023 May 15, 2023	BUY	$17.34 - $19.13 $212,865 - $234,839	12,276 New	12,276 $231,000
Q3 2021 Nov 15, 2021	SELL	$16.56 - $17.56 $635,009 - $673,355	-38,346 Closed	0 $0
Q2 2021 Aug 16, 2021	BUY	$16.59 - $18.34 $636,160 - $703,265	38,346 New	38,346 $651,000

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 $3.67B

More about SGOL

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Iht Wealth Management, LLC Abrdn Gold ETF Trust Transaction History