Ethos Financial Group, LLC SGOL Holdings History
Number of Shares
857,019.00
Current Holdings Value*
$21.50 Mil
% of Portfolio
2.1%
Total Estimate Gain
$11.55 Mil
% of Total Estimate Gain
73.03%
Ethos Financial Group, LLC's abrdn Physical Gold Shares ETF Holding Summary
As of 2025-03-31, Ethos Financial Group, LLC held 857,019.00 shares of abrdn Physical Gold Shares ETF(SGOL), totaling $21.50 Mil. This investment constitutes 2.1% of their stock portfolio, and Ethos Financial Group, LLC now holds 0.54% of the outstanding abrdn Physical Gold Shares ETF(SGOL) stock.
The initial trade took place in 2022Q4. And since then Ethos Financial Group, LLC has made 8 purchases of SGOL, at an average price of $18.45, for a total of 857,019.00 shares. Based on historical transaction data and SGOL's current price of $31.92, Ethos Financial Group, LLC's estimated gain on his SGOL holdings is $11.55 Mil, reflecting a 73.03% gain to date.
Ethos Financial Group, LLC SGOL ($31.92) Holding Chart
Ethos Financial Group, LLC SGOL ($31.92) 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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