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Wetherby Asset Management Inc

SEC CIK
0001279627
Latest filing
Nov 14, 2025

SGOL holding history

abrdn Gold ETF Trust in every 13F filed by Wetherby Asset Management Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SGOL overviewAll 13F holders of SGOLFull Q3 2025 holdings

Shares (Q3 2025)
26,294
Value
$967.9K
% of portfolio
<0.1%
Quarters held
17
Since Q2 2021
Holdings of SGOL by Wetherby Asset Management Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202526,294$967.9K<0.1%+617+2.4%AddedHolders
Q2 202525,677$809.9K<0.1%–No prior filingHolders
Q1 2025––––Not filedHolders
Q4 202427,868$698.1K<0.1%00.0%UnchangedHolders
Q3 202427,868$700.3K<0.1%−1,438−4.9%ReducedHolders
Q2 202429,306$651.2K<0.1%−2,384−7.5%ReducedHolders
Q1 202431,690$673.1K<0.1%00.0%UnchangedHolders
Q4 202331,690$625.6K<0.1%+14,355+82.8%AddedHolders
Q3 202317,335$306.7K<0.1%00.0%UnchangedHolders
Q2 202317,335$318.4K<0.1%−209−1.2%ReducedHolders
Q1 202317,544$331.1K<0.1%−211−1.2%ReducedHolders
Q4 202217,755$310.2K<0.1%−467−2.6%ReducedHolders
Q3 202218,222$290.0K<0.1%−123−0.7%ReducedHolders
Q2 202218,345$318.0K<0.1%00.0%UnchangedHolders
Q1 202218,345$341.0K<0.1%−833−4.3%ReducedHolders
Q4 202119,178$337.0K<0.1%00.0%UnchangedHolders
Q3 202119,178$323.0K<0.1%+125+0.7%AddedHolders
Q2 202119,053$324.0K<0.1%+19,053NewHolders