Upper Left Wealth Management, LLC Abrdn Gold ETF Trust Transaction History

Upper Left Wealth Management, LLC

$115 Million
Q3 2024

A detailed history of Upper Left Wealth Management, LLC transactions in Abrdn Gold ETF Trust stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 19,483 shares of SGOL stock, worth $492,140. This represents 0.42% of its overall portfolio holdings.

Number of Shares

19,483

Previous 15,025 29.67%

Holding current value

$492,140

Previous $333,000 46.85%

% of portfolio

0.42%

Previous 0.31%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$22.26 - $25.51 $99,235 - $113,723	4,458 Added 29.67%	19,483 $489,000
Q2 2024 Jul 25, 2024	SELL	$21.45 - $23.19 $23,702 - $25,624	-1,105 Reduced 6.85%	15,025 $333,000
Q1 2024 Apr 23, 2024	SELL	$19.03 - $21.24 $16,727 - $18,669	-879 Reduced 5.17%	16,130 $342,000
Q4 2023 Jan 23, 2024	SELL	$17.41 - $19.87 $20,526 - $23,426	-1,179 Reduced 6.48%	17,009 $335,000
Q3 2023 Oct 25, 2023	BUY	$17.69 - $18.94 $78,278 - $83,809	4,425 Added 32.15%	18,188 $321,000
Q2 2023 Jul 25, 2023	SELL	$18.25 - $19.63 $730 - $785	-40 Reduced 0.29%	13,763 $252,000
Q1 2023 Apr 25, 2023	BUY	$17.34 - $19.13 $5,479 - $6,045	316 Added 2.34%	13,803 $260,000
Q4 2022 Jan 17, 2023	BUY	$15.58 - $17.47 $210,127 - $235,617	13,487 New	13,487 $0

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

Ticker SGOL
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 145,000,000
Market Cap $3.66B

More about SGOL

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Upper Left Wealth Management, LLC Abrdn Gold ETF Trust Transaction History