Capital Investment Advisory Services’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Capital Investment Advisory Services’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
2019 Q2	–	Sell	-760	Closed	-$9K	–	1439
2019 Q1	$9K	Hold	760	–	–	﹤0.01%	867
2018 Q4	$9K	Buy	+760	New	+$9.01K	﹤0.01%	830

Other funds holding SGOL

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return

Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

UIA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Capital Investment Advisory Services's SGOL Position: Q2 2019 in Review

Capital Investment Advisory Services sold out of abrdn Physical Gold Shares ETF (SGOL) in Q2 2019, closing a stake of 760 shares — an estimated $9K sold.

Capital Investment Advisory Services first reported a position in SGOL in Q4 2018 and held it in 2 quarters. The position peaked at $9K in Q1 2019. 98 funds tracked by Wall St. Rank hold SGOL as of Q2 2019.

Capital Investment Advisory Services reported no remaining abrdn Physical Gold Shares ETF position as of Q2 2019 after selling out during the quarter.
Capital Investment Advisory Services sold 760 abrdn Physical Gold Shares ETF shares in Q2 2019, an estimated $9K.
Capital Investment Advisory Services first reported a position in abrdn Physical Gold Shares ETF in Q4 2018 and held it in 2 quarters.
Capital Investment Advisory Services's abrdn Physical Gold Shares ETF position peaked at $9K in Q1 2019.
98 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2019.

Based on Capital Investment Advisory Services's 13F filing for Q2 2019, filed 8 Aug 2019.