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Capstone Financial Group’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Capstone Financial Group’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
Q3 		$915K Buy
50,379
+1,320
+3% +$24.3K 0.71% 40
2020
Q2 		$849K Buy
49,059
+7,526
+18% +$124K 0.7% 40
2020
Q1 		$629K Buy
41,533
+34,363
+479% +$524K 0.65% 44
2019
Q4 		$105K Buy
+7,170
New +$102K 0.1% 100

Other funds holding SGOL

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

Capstone Financial Group's SGOL Position: Q3 2020 in Review

Capstone Financial Group increased its abrdn Physical Gold Shares ETF (SGOL) stake by 2.7% in Q3 2020, buying an estimated $24.3K and bringing the position to 50,379 shares worth $915K. The position accounts for 0.71% of the portfolio, ranked #40.

Capstone Financial Group first reported a position in SGOL in Q4 2019 and has held it in 4 quarters since. 207 funds tracked by Wall St. Rank hold SGOL as of Q3 2020.

  • Capstone Financial Group held 50,379 shares of abrdn Physical Gold Shares ETF worth $915K as of Q3 2020.
  • Capstone Financial Group bought 1,320 abrdn Physical Gold Shares ETF shares in Q3 2020, an estimated $24.3K.
  • abrdn Physical Gold Shares ETF made up 0.71% of Capstone Financial Group's portfolio in Q3 2020, its #40 holding.
  • Capstone Financial Group first reported a position in abrdn Physical Gold Shares ETF in Q4 2019 and has held it in 4 quarters since.
  • 207 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q3 2020.

Based on Capstone Financial Group's 13F filing for Q3 2020, filed 9 Oct 2020.