Transform Wealth, LLC Abrdn Gold ETF Trust Transaction History

Transform Wealth, LLC

$1.75 Billion
Q4 2024

A detailed history of Transform Wealth, LLC transactions in Abrdn Gold ETF Trust stock. As of the latest transaction made, Transform Wealth, LLC holds 41,678 shares of SGOL stock, worth $1.07 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

41,678

Previous 18,840 121.22%

Holding current value

$1.07 Million

Previous $473,000 120.51%

% of portfolio

0.06%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$24.46 - $26.62 $558,617 - $607,947	22,838 Added 121.22%	41,678 $1.04 Million
Q2 2024 Jul 15, 2024	BUY	$21.45 - $23.19 $107,250 - $115,950	5,000 Added 36.13%	18,840 $418,000
Q1 2024 Apr 15, 2024	SELL	$19.03 - $21.24 $95,150 - $106,199	-5,000 Reduced 26.54%	13,840 $293,000
Q3 2023 Oct 10, 2023	SELL	$17.69 - $18.94 $333,279 - $356,829	-18,840 Reduced 50.0%	18,840 $333,000
Q1 2023 Apr 14, 2023	BUY	$17.34 - $19.13 $326,685 - $360,409	18,840 Added 100.0%	37,680 $711,000
Q4 2022 Jan 12, 2023	BUY	$15.58 - $17.47 $293,527 - $329,134	18,840 New	18,840 $0

Others Institutions Holding SGOL

# of Institutions

350

Shares Held

52M

Call Options Held

65.7K

Put Options Held

21.1K

View Full List

About abrdn Gold ETF Trust

Ticker SGOL
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 145,000,000
Market Cap $3.74B

More about SGOL

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Transform Wealth, LLC Abrdn Gold ETF Trust Transaction History