Worth Asset Management, LLC SGOL Holdings History
Worth Asset Management, LLC's abrdn Physical Gold Shares ETF Holding Summary
As of 2025-06-30, Worth Asset Management, LLC held 144,247.00 shares of abrdn Physical Gold Shares ETF(SGOL), totaling $4.55 Mil. This investment constitutes 2.24% of their stock portfolio, and Worth Asset Management, LLC now holds 0.09% of the outstanding abrdn Physical Gold Shares ETF(SGOL) stock.
The initial trade took place in 2022Q1. And since then Worth Asset Management, LLC has made 6 purchases of SGOL, at an average price of $19.70, for a total of 912,618.00 shares. In addition, there have been 6 sales at an average price of $17.99 for 768,371.00 shares. Based on historical transaction data and SGOL's current price of $32.73, Worth Asset Management, LLC's estimated gain on his SGOL holdings is $565,299.57, reflecting a 3.14% gain to date.
Worth Asset Management, LLC SGOL ($32.73) Holding Chart
Worth Asset Management, LLC SGOL ($32.73) 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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