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

Upper Left Wealth Management, LLC

  • $112 Million
  • Q4 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 22,108 shares of SGOL stock, worth $611,286. This represents 0.5% of its overall portfolio holdings.

Number of Shares
22,108
Previous 19,483 13.47%
Holding current value
$611,286
Previous $489,000 13.09%
% of portfolio
0.5%
Previous 0.42%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
369
Shares Held
53M
Call Options Held
65.7K
Put Options Held
21.1K
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 $4.01B
More about SGOL
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