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Aveo Capital Partners’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Aveo Capital Partners’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
Q1 		– Sell
-125,328
Closed -$1.83M – 187
2019
Q4 		$1.83M Sell
125,328
-1,219,052
-91% -$17.4M 0.72% 35
2019
Q3 		$1.95M Buy
1,344,380
+1,209,880
+900% +$17.2M 0.81% 34
2019
Q2 		$1.85M Buy
134,500
+240
+0.2% +$3.03K 0.8% 40
2019
Q1 		$1.67M Sell
134,260
-5,870
-4% -$73.8K 0.77% 37
2018
Q4 		$1.73M Sell
140,130
-580
-0.4% -$6.87K 0.87% 30
2018
Q3 		$1.66M Sell
140,710
-5,780
-4% -$67.7K 0.74% 33
2018
Q2 		$1.77M Sell
146,490
-40,670
-22% -$514K 0.78% 33
2018
Q1 		$2.4M Sell
187,160
-31,010
-14% -$399K 1% 17
2017
Q4 		$2.75M Sell
218,170
-650
-0.3% -$8.04K 0.92% 17
2017
Q3 		$2.71M Sell
218,820
-1,130
-0.5% -$14K 0.94% 13
2017
Q2 		$2.65M Sell
219,950
-140
-0.1% -$1.71K 0.93% 13
2017
Q1 		$2.67M Buy
220,090
+730
+0.3% +$8.65K 0.98% 13
2016
Q4 		$2.45M Buy
+219,360
New +$2.6M 0.7% 21

Other funds holding SGOL

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 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
HI
Hudock Inc Williamsport, Pennsylvania $781M AUM 27.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Aveo Capital Partners's SGOL Position: Q1 2020 in Review

Aveo Capital Partners sold out of abrdn Physical Gold Shares ETF (SGOL) in Q1 2020, closing a stake of 125,328 shares — an estimated $1.83M sold.

Aveo Capital Partners first reported a position in SGOL in Q4 2016 and held it in 13 quarters. The position peaked at $2.75M in Q4 2017. 150 funds tracked by Wall St. Rank hold SGOL as of Q1 2020.

  • Aveo Capital Partners reported no remaining abrdn Physical Gold Shares ETF position as of Q1 2020 after selling out during the quarter.
  • Aveo Capital Partners sold 125,328 abrdn Physical Gold Shares ETF shares in Q1 2020, an estimated $1.83M.
  • Aveo Capital Partners first reported a position in abrdn Physical Gold Shares ETF in Q4 2016 and held it in 13 quarters.
  • Aveo Capital Partners's abrdn Physical Gold Shares ETF position peaked at $2.75M in Q4 2017.
  • 150 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2020.

Based on Aveo Capital Partners's 13F filing for Q1 2020, filed 5 May 2020.