Wealth Plan Investment Management, LLC Abrdn Gold ETF Trust Transaction History

Wealth Plan Investment Management, LLC

$1.38 Billion
Q3 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Abrdn Gold ETF Trust stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 16,934 shares of SGOL stock, worth $659,579. This represents 0.05% of its overall portfolio holdings.

Number of Shares

16,934

Previous 13,783 22.86%

Holding current value

$659,579

Previous $434,000 43.55%

% of portfolio

0.05%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$31.18 - $36.81 $98,248 - $115,988	3,151 Added 22.86%	16,934 $623,000
Q2 2025 Jul 28, 2025	BUY	$28.39 - $32.75 $391,299 - $451,393	13,783 New	13,783 $434,000
Q3 2024 Nov 05, 2024	BUY	$22.26 - $25.51 $84,432 - $96,759	3,793 Added 18.98%	23,776 $597,000
Q2 2024 Aug 09, 2024	BUY	$21.45 - $23.19 $51,480 - $55,656	2,400 Added 13.65%	19,983 $444,000
Q1 2024 May 16, 2024	SELL	$19.03 - $21.24 $27,365 - $30,543	-1,438 Reduced 7.56%	17,583 $373,000

Q4 2023 Jan 05, 2024	BUY	$17.41 - $19.87 $331,155 - $377,947	19,021 New	19,021 $375,000

Others Institutions Holding SGOL

# of Institutions

452

Shares Held

62.8M

Call Options Held

273K

Put Options Held

27.2K

View Full List

About abrdn Gold ETF Trust

Ticker SGOL
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 145,000,000
Market Cap $5.65B

More about SGOL

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Wealth Plan Investment Management, LLC Abrdn Gold ETF Trust Transaction History