Burleson & Co’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Burleson & Co’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
2021 Q2	–	Sell	-30	Closed	–	–	398
2021 Q1	$0	Buy	+30	New	+$517	﹤0.01%	377

Other funds holding SGOL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return

Hudock Inc Williamsport, Pennsylvania $680M AUM 18.73% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

UIA

UBP Investment Advisors Geneva, Switzerland $194M AUM 12.96% 1-Year Est. Return

Burleson & Co's SGOL Position: Q2 2021 in Review

Burleson & Co sold out of abrdn Physical Gold Shares ETF (SGOL) in Q2 2021, closing a stake of 30 shares.

Burleson & Co first reported a position in SGOL in Q1 2021 and held it in 1 quarter. The position peaked at $0 in Q1 2021. 218 funds tracked by Wall St. Rank hold SGOL as of Q2 2021.

Burleson & Co reported no remaining abrdn Physical Gold Shares ETF position as of Q2 2021 after selling out during the quarter.
Burleson & Co sold 30 abrdn Physical Gold Shares ETF shares in Q2 2021.
Burleson & Co first reported a position in abrdn Physical Gold Shares ETF in Q1 2021 and held it in 1 quarter.
Burleson & Co's abrdn Physical Gold Shares ETF position peaked at $0 in Q1 2021.
218 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2021.

Based on Burleson & Co's 13F filing for Q2 2021, filed 22 Jul 2021.