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abrdn Physical Gold Shares ETF (SGOL)




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Upturn Advisory Summary
04/01/2025: SGOL (4-star) is a STRONG-BUY. BUY since 52 days. Profits (14.78%). Updated daily EoD!
Analysis of Past Performance
Type ETF | Historic Profit 26.31% | Avg. Invested days 62 | Today’s Advisory Strong Buy |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
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Key Highlights
Volume (30-day avg) 5133520 | Beta 0.22 | 52 Weeks Range 21.76 - 29.94 | Updated Date 04/2/2025 |
52 Weeks Range 21.76 - 29.94 | Updated Date 04/2/2025 |
Upturn AI SWOT
abrdn Physical Gold Shares ETF
ETF Overview
Overview
The abrdn Physical Gold Shares ETF (SGOL) provides investors with a convenient way to gain exposure to physical gold by holding gold bullion bars. The ETF aims to reflect the performance of the price of gold, less the expenses of the trust's operations. It primarily invests in physical gold held in secure vaults.
Reputation and Reliability
abrdn is a global investment company with a long history and a solid reputation. It is known for managing various investment products, including ETFs focused on commodities and other asset classes.
Management Expertise
abrdn has a team of experienced professionals managing its ETF offerings, with expertise in commodity markets and investment management. They ensure the secure storage and auditing of the gold bullion.
Investment Objective
Goal
The investment objective of SGOL is to reflect the performance of the price of gold, less the expenses of the Trust's operations.
Investment Approach and Strategy
Strategy: SGOL aims to replicate the spot price of gold by holding physical gold bullion. It doesn't track an index but aims to provide direct exposure to gold.
Composition The ETF's assets consist entirely of physical gold bullion bars held in secure vaults. The value of the ETF's shares is directly linked to the price of gold.
Market Position
Market Share: SGOL holds a notable market share within the physically-backed gold ETF segment.
Total Net Assets (AUM): 2233000000
Competitors
Key Competitors
- SPDR Gold Trust (GLD)
- iShares Gold Trust (IAU)
- Invesco Physical Gold ETC (SGLD)
Competitive Landscape
The physically-backed gold ETF market is competitive, with GLD and IAU dominating in terms of AUM. SGOL competes by offering a slightly lower expense ratio than GLD, attracting cost-conscious investors. The advantage of SGOL and its competitors is that they provide direct exposure to physical gold, which can be appealing to investors seeking a hedge against inflation and economic uncertainty. A disadvantage is that the returns are limited to the price appreciation of gold.
Financial Performance
Historical Performance: Historical performance mirrors gold's price movements. Past performance is not indicative of future results.
Benchmark Comparison: The ETF's performance closely tracks the spot price of gold, serving as its effective benchmark.
Expense Ratio: 0.17
Liquidity
Average Trading Volume
SGOL's average trading volume is moderate, indicating sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically tight, reflecting the ETF's liquidity and the underlying market for gold.
Market Dynamics
Market Environment Factors
Economic uncertainty, inflation expectations, interest rates, and geopolitical events influence gold prices and thus affect SGOL's performance.
Growth Trajectory
SGOL's growth is linked to investor demand for gold as a safe-haven asset and store of value. Changes in global economic conditions can drive fluctuations in assets under management.
Moat and Competitive Advantages
Competitive Edge
SGOL's competitive advantage lies in its direct exposure to physical gold bullion, providing a transparent and easily accessible way for investors to participate in the gold market. Its expense ratio is competitive within the segment, making it an attractive option for cost-conscious investors. The trust ensures independent audits and secure storage of the gold, offering assurance and trust to investors. Furthermore, abrdn's established reputation as a global investment manager strengthens investor confidence in the ETF.
Risk Analysis
Volatility
SGOL's volatility is directly related to the volatility of gold prices, which can fluctuate significantly based on market sentiment and macroeconomic factors.
Market Risk
The primary risk is the market risk associated with gold prices. Factors such as changes in interest rates, inflation, and geopolitical events can significantly impact gold's value.
Investor Profile
Ideal Investor Profile
SGOL is suitable for investors seeking exposure to gold as a hedge against inflation, currency devaluation, or economic uncertainty. It is also attractive to investors who want to diversify their portfolios and add a safe-haven asset.
Market Risk
SGOL is suitable for long-term investors seeking diversification and a hedge against economic risks. It may also appeal to active traders looking to capitalize on short-term movements in gold prices.
Summary
The abrdn Physical Gold Shares ETF (SGOL) offers investors a direct and efficient way to gain exposure to the price of gold, backed by physical bullion. SGOL is a cost-effective vehicle for investors seeking a hedge against inflation and economic uncertainty. Its performance closely mirrors gold's price fluctuations, influenced by macroeconomic factors. SGOL is best suited for long-term investors seeking portfolio diversification and a safe-haven asset, as well as active traders who have gold in their short-term view.
Similar Companies
- GLD
- IAU
- BAR
- OUNZ
Sources and Disclaimers
Data Sources:
- abrdn.com
- etf.com
- Morningstar.com
- Bloomberg.com
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on your individual circumstances and after consulting with a qualified financial advisor. Past performance is not indicative of future results.
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.