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 49,825 shares of SGOL stock, worth $1.22 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
49,825
Previous 48,690 2.33%
Holding current value
$1.22 Million
Previous $1.08 Million 15.82%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 14, 2024

BUY
$22.26 - $25.51 $25,265 - $28,953
1,135 Added 2.33%
49,825 $1.25 Million
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

About abrdn Gold ETF Trust


  • Ticker SGOL
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 145,000,000
  • Market Cap $3.55B
More about SGOL
Track This Portfolio

Track Iht Wealth Management, LLC Portfolio

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

News

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