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Upturn AI SWOT - About
abrdn Physical Gold Shares ETF (SGOL)
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Upturn Advisory Summary
09/16/2025: SGOL (5-star) is a STRONG-BUY. BUY since 167 days. Simulated Profits (35.69%). 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 52.7% | Avg. Invested days 89 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/16/2025 |
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 reflect the performance of the price of gold. It seeks to provide investors with a cost-effective and convenient way to invest in gold without the complexities of physical storage.
Reputation and Reliability
abrdn is a global investment company with a long history in asset management. They are considered a reputable and reliable issuer of ETFs.
Management Expertise
abrdn has a dedicated team of investment professionals with experience in managing commodity-related investments.
Investment Objective
Goal
To reflect the performance of the price of gold, less the expenses of the Trust's operations.
Investment Approach and Strategy
Strategy: The ETF holds physical gold bullion securely stored in London vaults.
Composition The ETF's assets consist solely of physical gold bullion.
Market Position
Market Share: Details of SGOL's specific market share are dynamic and require real-time data. Given current market conditions, SGOL does command a meaningful share.
Total Net Assets (AUM): 2279232640
Competitors
Key Competitors
- SPDR Gold Trust (GLD)
- iShares Gold Trust (IAU)
- Invesco DB Gold Fund (DGL)
Competitive Landscape
The gold ETF market is dominated by GLD and IAU, making it highly competitive. SGOL offers a lower expense ratio than GLD, potentially attracting cost-conscious investors. SGOL's advantages are its competitive expense ratio. A disadvantage is its smaller AUM compared to GLD and IAU, which could affect liquidity.
Financial Performance
Historical Performance: Historical performance data should be obtained from financial data providers. The performance of SGOL closely tracks the spot price of gold.
Benchmark Comparison: The benchmark for SGOL is the spot price of gold. The ETF aims to replicate this performance minus expenses.
Expense Ratio: 0.17
Liquidity
Average Trading Volume
SGOL's average trading volume provides adequate daily liquidity, allowing investors to easily buy and sell shares.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting the ETF's liquidity and the underlying liquidity of the gold market.
Market Dynamics
Market Environment Factors
SGOL's performance is affected by factors like interest rates, inflation expectations, geopolitical events, and currency movements.
Growth Trajectory
SGOL's growth trajectory is closely tied to investor demand for gold as a safe-haven asset and a hedge against inflation.
Moat and Competitive Advantages
Competitive Edge
SGOL's competitive edge lies in its lower expense ratio relative to some of its larger competitors, offering a cost-effective way to gain exposure to gold. This is attractive to investors seeking to minimize expenses. The physical backing by gold bullion stored in London vaults adds credibility. However, this edge might not be enough to overcome the network effect and brand recognition of established players like GLD and IAU.
Risk Analysis
Volatility
SGOL's volatility is similar to that of gold, which can be significant during periods of economic uncertainty or geopolitical instability.
Market Risk
The primary market risk is the fluctuation in the price of gold, which can be influenced by a variety of factors including changes in interest rates, inflation, and global economic growth.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking to diversify their portfolio with exposure to gold as a hedge against inflation, currency devaluation, or economic uncertainty.
Market Risk
SGOL is suitable for both long-term investors seeking diversification and active traders looking to capitalize on short-term price movements in gold.
Summary
The abrdn Physical Gold Shares ETF (SGOL) provides direct exposure to the price of gold through physical bullion holdings. It serves as a useful tool for portfolio diversification and hedging against economic risks, particularly inflation. Its lower expense ratio is a notable advantage. However, its smaller AUM compared to leading competitors like GLD and IAU needs to be considered for liquidity. Ultimately, SGOL is a solid choice for investors who prioritize cost-effectiveness in their gold exposure strategy.
Peer Comparison
Sources and Disclaimers
Data Sources:
- abrdn official website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a financial advisor. Market data is 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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