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Aberdeen Standard Physical Swiss Gold Shares Etf etf shares owned by WealthPlan Investment Management

Quarter-by-quarter ownership of Aberdeen Standard Physical Swiss Gold Shares Etf etf (SGOL) shares owned by WealthPlan Investment Management from 13F filings

Historical chart of WealthPlan Investment Management investment in Aberdeen Standard Physical Swiss Gold Shares Etf etf

Tip: Access up to 7 years of quarterly data

All positions including Aberdeen Standard Physical Swiss Gold Shares Etf etf held by WealthPlan Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Aberdeen Standard Physical Swiss Gold Shares Etf etf by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $623k 17k 36.81
2025-06-30 $435k 14k 31.54
2024-09-30 $598k 24k 25.13
2024-06-30 $444k 20k 22.22
2024-03-31 $374k 18k 21.24
2023-12-31 $376k 19k 19.74