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

Bison Wealth’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
2024
Q4 		$8.13M Sell
324,471
-49,618
-13% -$1.26M 1.79% 14
2024
Q3 		$9.4M Buy
374,089
+362,644
+3,169% +$8.58M 1.5% 14
2024
Q2 		$243K Hold
11,445
– – 0.04% 362
2024
Q1 		$243K Sell
11,445
-405,123
-97% -$8.02M 0.04% 362
2023
Q4 		$8.22M Sell
416,568
-5,982
-1% -$113K 1.46% 12
2023
Q3 		$7.47M Buy
422,550
+171,579
+68% +$3.16M 1.45% 13
2023
Q2 		$4.61M Buy
+250,971
New +$4.75M 0.86% 23

Other funds holding SGOL

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
MGP
Metis Global Partners San Diego, California $4.07B AUM 30.82% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bison Wealth's SGOL Position: Q4 2024 in Review

Bison Wealth reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 13% in Q4 2024, selling an estimated $1.26M and leaving 324,471 shares worth $8.13M. The position accounts for 1.79% of the portfolio, ranked #14.

Bison Wealth first reported a position in SGOL in Q2 2023 and has held it in 7 quarters since. The position peaked at $9.4M in Q3 2024. 355 funds tracked by Wall St. Rank hold SGOL as of Q4 2024.

  • Bison Wealth held 324,471 shares of abrdn Physical Gold Shares ETF worth $8.13M as of Q4 2024.
  • Bison Wealth sold 49,618 abrdn Physical Gold Shares ETF shares in Q4 2024, an estimated $1.26M.
  • abrdn Physical Gold Shares ETF made up 1.79% of Bison Wealth's portfolio in Q4 2024, its #14 holding.
  • Bison Wealth first reported a position in abrdn Physical Gold Shares ETF in Q2 2023 and has held it in 7 quarters since.
  • Bison Wealth's abrdn Physical Gold Shares ETF position peaked at $9.4M in Q3 2024.
  • 355 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.