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Briaud Financial Planning’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Briaud Financial Planning’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
2020
Q1 		– Sell
-13,380
Closed -$196K – 22
2019
Q4 		$196K Buy
+13,380
New +$191K 0.2% 21

Other funds holding SGOL

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
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
HI
Hudock Inc Williamsport, Pennsylvania $680M AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Briaud Financial Planning's SGOL Position: Q1 2020 in Review

Briaud Financial Planning sold out of abrdn Physical Gold Shares ETF (SGOL) in Q1 2020, closing a stake of 13,380 shares — an estimated $196K sold.

Briaud Financial Planning first reported a position in SGOL in Q4 2019 and held it in 1 quarter. The position peaked at $196K in Q4 2019. 150 funds tracked by Wall St. Rank hold SGOL as of Q1 2020.

  • Briaud Financial Planning reported no remaining abrdn Physical Gold Shares ETF position as of Q1 2020 after selling out during the quarter.
  • Briaud Financial Planning sold 13,380 abrdn Physical Gold Shares ETF shares in Q1 2020, an estimated $196K.
  • Briaud Financial Planning first reported a position in abrdn Physical Gold Shares ETF in Q4 2019 and held it in 1 quarter.
  • Briaud Financial Planning's abrdn Physical Gold Shares ETF position peaked at $196K in Q4 2019.
  • 150 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2020.

Based on Briaud Financial Planning's 13F filing for Q1 2020, filed 22 Apr 2020.