Number of Shares
292,859.00
Current Holdings Value*
$8.73 Mil
% of Portfolio
1.39%
Total Estimate Gain
$4.25 Mil
% of Total Estimate Gain
78.48%

180 WEALTH ADVISORS, LLC's abrdn Physical Gold Shares ETF Holding Summary

As of 2025-03-31, 180 WEALTH ADVISORS, LLC held 292,859.00 shares of abrdn Physical Gold Shares ETF(SGOL), totaling $8.73 Mil. This investment constitutes 1.39% of their stock portfolio, and 180 WEALTH ADVISORS, LLC now holds 0.18% of the outstanding abrdn Physical Gold Shares ETF(SGOL) stock.

The initial trade took place in 2021Q1. And since then 180 WEALTH ADVISORS, LLC has made 14 purchases of SGOL, at an average price of $17.68, for a total of 306,173.00 shares. In addition, there have been 3 sales at an average price of $18.84 for 13,314.00 shares. Based on historical transaction data and SGOL's current price of $32.14, 180 WEALTH ADVISORS, LLC's estimated gain on his SGOL holdings is $4.25 Mil, reflecting a 78.48% gain to date.

180 WEALTH ADVISORS, LLC SGOL ($32.14) Holding Chart

180 WEALTH ADVISORS, LLC SGOL ($32.14) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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