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Advisor Group’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Advisor Group’s Portfolio SGOL Stock Details SGOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$478K Buy
32,725
+6,905
+27% +$98.7K ﹤0.01% 1704
2019
Q3 		$366K Sell
25,820
-75,030
-74% -$1.07M ﹤0.01% 1842
2019
Q2 		$1.37M Buy
100,850
+90,910
+915% +$1.15M 0.01% 938
2019
Q1 		$124K Sell
9,940
-7,040
-41% -$88.5K ﹤0.01% 2674
2018
Q4 		$210K Sell
16,980
-570
-3% -$6.76K ﹤0.01% 2057
2018
Q3 		$202K Sell
17,550
-2,400
-12% -$28.1K ﹤0.01% 2158
2018
Q2 		$241K Buy
19,950
+1,610
+9% +$20.3K ﹤0.01% 1834
2018
Q1 		$235K Buy
18,340
+1,290
+8% +$16.6K ﹤0.01% 1856
2017
Q4 		$215K Sell
17,050
-650
-4% -$8.04K ﹤0.01% 1943
2017
Q3 		$219K Buy
17,700
+8,260
+88% +$102K ﹤0.01% 1789
2017
Q2 		$114K Hold
9,440
– – ﹤0.01% 2203
2017
Q1 		$114K Sell
9,440
-4,040
-30% -$47.9K ﹤0.01% 2068
2016
Q4 		$150K Sell
13,480
-5,450
-29% -$64.5K ﹤0.01% 1776
2016
Q3 		$243K Buy
18,930
+500
+3% +$6.5K 0.01% 1400
2016
Q2 		$236K Buy
+18,430
New +$226K 0.01% 1349

Other funds holding SGOL

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WIM
Waverton Investment Management London, United Kingdom $7.77B AUM 25.07% 1-Year Est. Return

Advisor Group's SGOL Position: Q4 2019 in Review

Advisor Group increased its abrdn Physical Gold Shares ETF (SGOL) stake by 27% in Q4 2019, buying an estimated $98.7K and bringing the position to 32,725 shares worth $478K. The position accounts for ﹤0.01% of the portfolio, ranked #1704.

Advisor Group first reported a position in SGOL in Q2 2016 and has held it in 15 quarters since. The position peaked at $1.37M in Q2 2019. 140 funds tracked by Wall St. Rank hold SGOL as of Q4 2019.

  • Advisor Group held 32,725 shares of abrdn Physical Gold Shares ETF worth $478K as of Q4 2019.
  • Advisor Group bought 6,905 abrdn Physical Gold Shares ETF shares in Q4 2019, an estimated $98.7K.
  • abrdn Physical Gold Shares ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1704 holding.
  • Advisor Group first reported a position in abrdn Physical Gold Shares ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's abrdn Physical Gold Shares ETF position peaked at $1.37M in Q2 2019.
  • 140 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.