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AJ Wealth Strategies’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

AJ Wealth Strategies’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
2020
Q4 		– Sell
-10,450
Closed -$190K – 248
2020
Q3 		$190K Hold
10,450
– – 0.02% 208
2020
Q2 		$179K Buy
+10,450
New +$173K 0.02% 191

Other funds holding SGOL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

AJ Wealth Strategies's SGOL Position: Q4 2020 in Review

AJ Wealth Strategies sold out of abrdn Physical Gold Shares ETF (SGOL) in Q4 2020, closing a stake of 10,450 shares — an estimated $190K sold.

AJ Wealth Strategies first reported a position in SGOL in Q2 2020 and held it in 2 quarters. The position peaked at $190K in Q3 2020. 225 funds tracked by Wall St. Rank hold SGOL as of Q4 2020.

  • AJ Wealth Strategies reported no remaining abrdn Physical Gold Shares ETF position as of Q4 2020 after selling out during the quarter.
  • AJ Wealth Strategies sold 10,450 abrdn Physical Gold Shares ETF shares in Q4 2020, an estimated $190K.
  • AJ Wealth Strategies first reported a position in abrdn Physical Gold Shares ETF in Q2 2020 and held it in 2 quarters.
  • AJ Wealth Strategies's abrdn Physical Gold Shares ETF position peaked at $190K in Q3 2020.
  • 225 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q4 2020.

Based on AJ Wealth Strategies's 13F filing for Q4 2020, filed 16 Feb 2021.