Castle Financial & Retirement Planning Associates’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Castle Financial & Retirement Planning 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
2021 Q4	$168K	Buy	+9,590	New	+$165K	0.57%	24

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

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

DWM

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

UIA

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

WIM

Waverton Investment Management London, United Kingdom $7.77B AUM 25.07% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's SGOL Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in abrdn Physical Gold Shares ETF (SGOL) in Q4 2021: 9,590 shares worth $168K. The stake represents 0.57% of the portfolio and ranks #24 among its holdings.

238 funds tracked by Wall St. Rank hold SGOL as of Q4 2021.

Castle Financial & Retirement Planning Associates held 9,590 shares of abrdn Physical Gold Shares ETF worth $168K as of Q4 2021.
abrdn Physical Gold Shares ETF was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
abrdn Physical Gold Shares ETF made up 0.57% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #24 holding.
238 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.