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

Buckingham Strategic 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
2020
Q2 		– Sell
-37,834
Closed -$573K – 461
2020
Q1 		$573K Buy
+37,834
New +$576K 0.06% 241

Other funds holding SGOL

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Buckingham Strategic Wealth's SGOL Position: Q2 2020 in Review

Buckingham Strategic Wealth sold out of abrdn Physical Gold Shares ETF (SGOL) in Q2 2020, closing a stake of 37,834 shares — an estimated $573K sold.

Buckingham Strategic Wealth first reported a position in SGOL in Q1 2020 and held it in 1 quarter. The position peaked at $573K in Q1 2020. 199 funds tracked by Wall St. Rank hold SGOL as of Q2 2020.

  • Buckingham Strategic Wealth reported no remaining abrdn Physical Gold Shares ETF position as of Q2 2020 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 37,834 abrdn Physical Gold Shares ETF shares in Q2 2020, an estimated $573K.
  • Buckingham Strategic Wealth first reported a position in abrdn Physical Gold Shares ETF in Q1 2020 and held it in 1 quarter.
  • Buckingham Strategic Wealth's abrdn Physical Gold Shares ETF position peaked at $573K in Q1 2020.
  • 199 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2020.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2020, filed 3 Aug 2020.