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

Upper Left Wealth Management, LLC

  • $142 Million
  • Q2 2025

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 16,900 shares of SGOL stock, worth $641,355. This represents 0.38% of its overall portfolio holdings.

Number of Shares
16,900
Previous 20,109 15.96%
Holding current value
$641,355
Previous $591,000 9.81%
% of portfolio
0.38%
Previous 0.44%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 07, 2025
SELL
$28.39 - $32.75 $91,103 - $105,094
-3,209 Reduced 15.96%
16,900 $533,000
Q1 2025

Apr 14, 2025
SELL
$25.14 - $29.82 $50,254 - $59,610
-1,999 Reduced 9.04%
20,109 $591,000
Q4 2024

Jan 23, 2025
BUY
$24.46 - $26.62 $64,207 - $69,877
2,625 Added 13.47%
22,108 $553,000
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
431
Shares Held
61.9M
Call Options Held
1.3M
Put Options Held
29.5K
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 $5.5B
More about SGOL
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