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Upturn AI SWOT - About
abrdn Physical Gold Shares ETF (SGOL)
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Upturn Advisory Summary
07/03/2025: SGOL (5-star) is a REGULAR-BUY. BUY since 116 days. Profits (22.65%). Updated daily EoD!
Upturn Star Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Analysis of Past Performance
Type ETF | Historic Profit 38.03% | Avg. Invested days 79 | Today’s Advisory Regular Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 07/03/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.32 | 52 Weeks Range 22.17 - 32.88 | Updated Date 06/29/2025 |
52 Weeks Range 22.17 - 32.88 | Updated Date 06/29/2025 |
Upturn AI SWOT
abrdn Physical Gold Shares ETF
ETF Overview
Overview
The abrdn Physical Gold Shares ETF (SGOL) is designed to provide investors with a convenient way to gain exposure to physical gold. It aims to reflect the performance of the price of gold, less the expenses of the Trust's operations. The fund invests directly in gold bullion.
Reputation and Reliability
abrdn is a well-established global asset management company with a long history and a strong reputation. They are a reliable issuer of ETFs and other investment products.
Management Expertise
abrdn has a dedicated team of professionals with extensive experience in managing commodity-related investments, including gold.
Investment Objective
Goal
To reflect the performance of the price of gold, less the Trustu2019s expenses.
Investment Approach and Strategy
Strategy: SGOL holds physical gold bullion, aiming to provide investors with direct exposure to the spot price of gold.
Composition The ETF holds physical gold bullion stored in vaults.
Market Position
Market Share: The abrdn Physical Gold Shares ETF's market share in the physical gold ETF sector is substantial, although it competes with larger and more established funds.
Total Net Assets (AUM): 3486720000
Competitors
Key Competitors
- SPDR Gold Shares (GLD)
- iShares Gold Trust (IAU)
- Invesco Physical Gold ETC (SGLD)
Competitive Landscape
The gold ETF market is dominated by GLD and IAU. SGOL competes by offering a slightly lower expense ratio than GLD, potentially attracting cost-conscious investors. However, SGOL's smaller size can affect liquidity. The primary advantage of physical gold ETFs is their direct exposure to gold prices, however, they are subject to storage risks and expenses, as well as not generating any income.
Financial Performance
Historical Performance: The ETF's performance closely tracks the price of gold. Historical performance varies with gold market trends.
Benchmark Comparison: SGOL's performance should closely mirror the spot price of gold; deviations arise from expenses and tracking error.
Expense Ratio: 0.17
Liquidity
Average Trading Volume
SGOL's average trading volume is moderate, which could affect the ease of buying and selling large positions.
Bid-Ask Spread
The bid-ask spread is usually relatively tight, indicating reasonable liquidity for typical trading sizes.
Market Dynamics
Market Environment Factors
Economic uncertainty, inflation, interest rates, and geopolitical events influence gold prices, thereby impacting SGOL's performance.
Growth Trajectory
SGOL's growth is tied to investor demand for gold as a safe-haven asset and inflationary hedge. Strategy and holdings remain relatively consistent reflecting the underlying physical gold holdings.
Moat and Competitive Advantages
Competitive Edge
SGOL's lower expense ratio compared to some larger competitors offers a slight advantage for cost-conscious investors. Its focus on physical gold provides direct exposure to gold prices. SGOL provides a simple and transparent way to invest in gold without the complexities of derivatives or mining stocks. However, its AUM lags behind GLD and IAU. It serves investors looking for pure gold exposure.
Risk Analysis
Volatility
SGOL's volatility reflects the volatility of the gold market, which can be significant during periods of economic uncertainty.
Market Risk
SGOL is subject to fluctuations in the price of gold, influenced by economic factors, interest rates, inflation, and geopolitical events.
Investor Profile
Ideal Investor Profile
Investors seeking a hedge against inflation, currency devaluation, or economic uncertainty may find SGOL suitable. Investors may also consider SGOL for diversification purposes.
Market Risk
SGOL is suitable for both long-term investors seeking diversification and active traders looking to capitalize on short-term gold price movements.
Summary
The abrdn Physical Gold Shares ETF (SGOL) offers a straightforward investment in physical gold bullion, making it suitable for investors seeking exposure to gold's price movements. Its competitive expense ratio compared to some larger gold ETFs makes it attractive for cost-conscious investors. However, smaller AUM and moderate trading volume may be considerations. The ETF is influenced by economic conditions and investor sentiment towards gold as a safe-haven asset, offering diversification but carrying the volatility inherent in the gold market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- abrdn official website
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investing in ETFs involves risk, including the possible loss of principal. Market data is dynamic and subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About abrdn Physical Gold Shares ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The Shares are intended to constitute a simple and cost-effective means of making an investment similar to an investment in gold. An investment in physical gold requires expensive and sometimes complicated arrangements in connection with the assay, transportation, warehousing and insurance of the metal. Although the Shares are not the exact equivalent of an investment in gold, they provide investors with an alternative that allows a level of participation in the gold market through the securities market.
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