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

BerganKDV 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
2023
Q1 		– Sell
-200
Closed -$3.49K – 1114
2022
Q4 		$3.49K Buy
+200
New +$3.32K ﹤0.01% 724
2020
Q3 		– Sell
-480
Closed -$8K – 995
2020
Q2 		$8K Buy
+480
New +$7.92K ﹤0.01% 572

Other funds holding SGOL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MLIM
Mountain Lake Investment Management Boca Raton, Florida $155M AUM 38.76% 1-Year Est. Return

BerganKDV Wealth Management's SGOL Position: Q1 2023 in Review

BerganKDV Wealth Management sold out of abrdn Physical Gold Shares ETF (SGOL) in Q1 2023, closing a stake of 200 shares — an estimated $3.49K sold.

BerganKDV Wealth Management first reported a position in SGOL in Q2 2020 and held it in 2 quarters. The position peaked at $8K in Q2 2020. 241 funds tracked by Wall St. Rank hold SGOL as of Q1 2023.

  • BerganKDV Wealth Management reported no remaining abrdn Physical Gold Shares ETF position as of Q1 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 200 abrdn Physical Gold Shares ETF shares in Q1 2023, an estimated $3.49K.
  • BerganKDV Wealth Management first reported a position in abrdn Physical Gold Shares ETF in Q2 2020 and held it in 2 quarters.
  • BerganKDV Wealth Management's abrdn Physical Gold Shares ETF position peaked at $8K in Q2 2020.
  • 241 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2023.

Based on BerganKDV Wealth Management's 13F filing for Q1 2023, filed 27 Apr 2023.