Transform Wealth, LLC
- SEC CIK
- 0001682266
- Latest filing
- Apr 15, 2025
SGOL holding history
abrdn Gold ETF Trust in every 13F filed by Transform Wealth, LLC, 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 Q1 2025 holdings
- Shares (Q1 2025)
- 37,229
- Value
- $1.11M
- % of portfolio
- 0.1%
- Quarters held
- 10
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 37,229 | $1.11M | 0.1% | −4,449−10.7% | Reduced | Holders |
| Q4 2024 | 41,678 | $1.04M | 0.1% | +22,838+121.2% | Added | Holders |
| Q3 2024 | 18,840 | $473.4K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 18,840 | $418.6K | <0.1% | +5,000+36.1% | Added | Holders |
| Q1 2024 | 13,840 | $294.0K | <0.1% | −5,000−26.5% | Reduced | Holders |
| Q4 2023 | 18,840 | $371.9K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 18,840 | $333.3K | <0.1% | −18,840−50.0% | Reduced | Holders |
| Q2 2023 | 37,680 | $692.2K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 37,680 | $711.0K | 0.1% | +18,840+100.0% | Added | Holders |
| Q4 2022 | 18,840 | $329.1K | <0.1% | +18,840 | New | Holders |