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

Bay Harbor 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
2021
Q1 		– Sell
-15,013
Closed -$274K – 384
2020
Q4 		$274K Sell
15,013
-7,192
-32% -$130K 0.12% 63
2020
Q3 		$403K Sell
22,205
-4,773
-18% -$87.8K 0.2% 57
2020
Q2 		$462K Buy
+26,978
New +$445K 0.25% 53

Other funds holding SGOL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $680M AUM 18.73% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UIA
UBP Investment Advisors Geneva, Switzerland $194M AUM 12.96% 1-Year Est. Return

Bay Harbor Wealth Management's SGOL Position: Q1 2021 in Review

Bay Harbor Wealth Management sold out of abrdn Physical Gold Shares ETF (SGOL) in Q1 2021, closing a stake of 15,013 shares — an estimated $274K sold.

Bay Harbor Wealth Management first reported a position in SGOL in Q2 2020 and held it in 3 quarters. The position peaked at $462K in Q2 2020. 220 funds tracked by Wall St. Rank hold SGOL as of Q1 2021.

  • Bay Harbor Wealth Management reported no remaining abrdn Physical Gold Shares ETF position as of Q1 2021 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 15,013 abrdn Physical Gold Shares ETF shares in Q1 2021, an estimated $274K.
  • Bay Harbor Wealth Management first reported a position in abrdn Physical Gold Shares ETF in Q2 2020 and held it in 3 quarters.
  • Bay Harbor Wealth Management's abrdn Physical Gold Shares ETF position peaked at $462K in Q2 2020.
  • 220 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2021.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2021, filed 5 May 2021.