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Belvedere Advisors’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Belvedere Advisors’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
2019
Q2 		– Sell
-10,390
Closed -$129K – 45
2019
Q1 		$129K Buy
+10,390
New +$131K 1.66% 17

Other funds holding SGOL

PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
UIA
UBP Investment Advisors Geneva, Switzerland $194M AUM 12.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Belvedere Advisors's SGOL Position: Q2 2019 in Review

Belvedere Advisors sold out of abrdn Physical Gold Shares ETF (SGOL) in Q2 2019, closing a stake of 10,390 shares — an estimated $129K sold.

Belvedere Advisors first reported a position in SGOL in Q1 2019 and held it in 1 quarter. The position peaked at $129K in Q1 2019. 98 funds tracked by Wall St. Rank hold SGOL as of Q2 2019.

  • Belvedere Advisors reported no remaining abrdn Physical Gold Shares ETF position as of Q2 2019 after selling out during the quarter.
  • Belvedere Advisors sold 10,390 abrdn Physical Gold Shares ETF shares in Q2 2019, an estimated $129K.
  • Belvedere Advisors first reported a position in abrdn Physical Gold Shares ETF in Q1 2019 and held it in 1 quarter.
  • Belvedere Advisors's abrdn Physical Gold Shares ETF position peaked at $129K in Q1 2019.
  • 98 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2019.

Based on Belvedere Advisors's 13F filing for Q2 2019, filed 24 Sep 2019.