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Avior Wealth Management’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-465
Closed -$11.6K – 2044
2024
Q4 		$11.6K Buy
+465
New +$11.8K ﹤0.01% 1570
2021
Q2 		– Sell
-647
Closed -$10K – 1124
2021
Q1 		$10K Sell
647
-200
-24% -$3.45K ﹤0.01% 763
2020
Q4 		$15K Buy
847
+200
+31% +$3.61K ﹤0.01% 658
2020
Q3 		$11K Hold
647
– – ﹤0.01% 675
2020
Q2 		$11K Hold
647
– – ﹤0.01% 657
2020
Q1 		$9K Buy
+647
New +$9.86K ﹤0.01% 587

Other funds holding SGOL

MGP
Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PC
Pureheart Capital Singapore $459M AUM 23.59% 1-Year Est. Return
PPH
Pure Portfolios Holdings Lake Oswego, Oregon $332M AUM 20.54% 1-Year Est. Return

Avior Wealth Management's SGOL Position: Q1 2025 in Review

Avior Wealth Management sold out of abrdn Physical Gold Shares ETF (SGOL) in Q1 2025, closing a stake of 465 shares — an estimated $11.6K sold.

Avior Wealth Management first reported a position in SGOL in Q1 2020 and held it in 6 quarters. The position peaked at $15K in Q4 2020. 384 funds tracked by Wall St. Rank hold SGOL as of Q1 2025.

  • Avior Wealth Management reported no remaining abrdn Physical Gold Shares ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 465 abrdn Physical Gold Shares ETF shares in Q1 2025, an estimated $11.6K.
  • Avior Wealth Management first reported a position in abrdn Physical Gold Shares ETF in Q1 2020 and held it in 6 quarters.
  • Avior Wealth Management's abrdn Physical Gold Shares ETF position peaked at $15K in Q4 2020.
  • 384 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.