Axa’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Axa’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
2022 Q2	–	Sell	-30,628	Closed	-$569K	–	1202
2022 Q1	$569K	Hold	30,628	–	–	﹤0.01%	1024
2021 Q4	$538K	Hold	30,628	–	–	﹤0.01%	1015
2021 Q3	$516K	Buy	+30,628	New	+$526K	﹤0.01%	1058

Other funds holding SGOL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

GPC

Guardian Point Capital Charlottesville, Virginia $243M AUM 22.43% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UIA

UBP Investment Advisors Geneva, Switzerland $194M AUM 12.96% 1-Year Est. Return

Axa's SGOL Position: Q2 2022 in Review

Axa sold out of abrdn Physical Gold Shares ETF (SGOL) in Q2 2022, closing a stake of 30,628 shares — an estimated $569K sold.

Axa first reported a position in SGOL in Q3 2021 and held it in 3 quarters. The position peaked at $569K in Q1 2022. 230 funds tracked by Wall St. Rank hold SGOL as of Q2 2022.

Axa reported no remaining abrdn Physical Gold Shares ETF position as of Q2 2022 after selling out during the quarter.
Axa sold 30,628 abrdn Physical Gold Shares ETF shares in Q2 2022, an estimated $569K.
Axa first reported a position in abrdn Physical Gold Shares ETF in Q3 2021 and held it in 3 quarters.
Axa's abrdn Physical Gold Shares ETF position peaked at $569K in Q1 2022.
230 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2022.

Based on Axa's 13F filing for Q2 2022, filed 15 Aug 2022.