BFWM
SGOL icon

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

Bright Futures 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
2024
Q4 		– Sell
-38,610
Closed -$1.03M – 210
2024
Q3 		$1.03M Buy
+38,610
New +$914K 0.5% 63

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

Bright Futures Wealth Management's SGOL Position: Q4 2024 in Review

Bright Futures Wealth Management sold out of abrdn Physical Gold Shares ETF (SGOL) in Q4 2024, closing a stake of 38,610 shares — an estimated $1.03M sold.

Bright Futures Wealth Management first reported a position in SGOL in Q3 2024 and held it in 1 quarter. The position peaked at $1.03M in Q3 2024. 355 funds tracked by Wall St. Rank hold SGOL as of Q4 2024.

  • Bright Futures Wealth Management reported no remaining abrdn Physical Gold Shares ETF position as of Q4 2024 after selling out during the quarter.
  • Bright Futures Wealth Management sold 38,610 abrdn Physical Gold Shares ETF shares in Q4 2024, an estimated $1.03M.
  • Bright Futures Wealth Management first reported a position in abrdn Physical Gold Shares ETF in Q3 2024 and held it in 1 quarter.
  • Bright Futures Wealth Management's abrdn Physical Gold Shares ETF position peaked at $1.03M in Q3 2024.
  • 355 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q4 2024.

Based on Bright Futures Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.