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SGOL
Upturn stock ratingUpturn stock rating

abrdn Physical Gold Shares ETF (SGOL)

Upturn stock ratingUpturn stock rating
$29.75
Delayed price
Today's Top PicksToday’s top pick
Profit since last BUY14.78%
upturn advisory
Strong Buy
BUY since 52 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
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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!

Upturn Star Rating

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Above Average Performance

These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.

AI Based Fundamental Rating

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Moderate Performance

These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.

Analysis of Past Performance

Type ETF
Historic Profit 26.31%
Avg. Invested days 62
Today’s Advisory Strong Buy
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
ETF Returns Performance Upturn Returns Performance 4.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 04/01/2025

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

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abrdn Physical Gold Shares ETF

stock logo

ETF Overview

overview logo 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.

reliability logo 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.

reliability logo 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

overview logo 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

overview logo 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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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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