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Calton & Associates’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Calton & Associates’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
2018
Q1 		– Sell
-5,050
Closed -$65K – 1110
2017
Q4 		$65K Buy
+5,050
New +$62.5K 0.02% 602

Other funds holding SGOL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACM
Alpha Capital Management Austin, Texas $690M AUM 22.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Calton & Associates's SGOL Position: Q1 2018 in Review

Calton & Associates sold out of abrdn Physical Gold Shares ETF (SGOL) in Q1 2018, closing a stake of 5,050 shares — an estimated $65K sold.

Calton & Associates first reported a position in SGOL in Q4 2017 and held it in 1 quarter. The position peaked at $65K in Q4 2017. 100 funds tracked by Wall St. Rank hold SGOL as of Q1 2018.

  • Calton & Associates reported no remaining abrdn Physical Gold Shares ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 5,050 abrdn Physical Gold Shares ETF shares in Q1 2018, an estimated $65K.
  • Calton & Associates first reported a position in abrdn Physical Gold Shares ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's abrdn Physical Gold Shares ETF position peaked at $65K in Q4 2017.
  • 100 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.