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Cerity Partners’s
abrdn Physical Gold Shares ETF
SGOL
Stock Holding History
Cerity Partners’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
2026
Q1
$2.03M
Sell
45,562
-1,467
-3%
-$68.1K
﹤0.01%
1481
2025
Q4
$1.96M
Buy
47,029
+1,895
+4%
+$75K
﹤0.01%
1379
2025
Q3
$1.69M
Hold
45,134
–
–
﹤0.01%
1367
2025
Q2
$1.43M
Buy
45,134
+13,424
+42%
+$421K
﹤0.01%
1358
2025
Q1
$946K
Hold
31,710
–
–
﹤0.01%
1449
2024
Q4
$794K
Sell
31,710
-200
-0.6%
-$5.08K
﹤0.01%
1525
2024
Q3
$802K
Buy
31,910
+200
+0.6%
+$4.73K
﹤0.01%
1514
2024
Q2
$705K
Hold
31,710
–
–
﹤0.01%
1384
2024
Q1
$674K
Sell
31,710
-354
-1%
-$7.01K
﹤0.01%
1456
2023
Q4
$633K
Buy
+32,064
New
+$606K
﹤0.01%
1176
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30.82%
1-Year Est. Return
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1-Year Est. Return
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$376B AUM
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1-Year Est. Return
Morgan Stanley
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$1.66T AUM
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1-Year Est. Return
UBS Group
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$564B AUM
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1-Year Est. Return
HighTower Advisors
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$94.2B AUM
21.24%
1-Year Est. Return
EFG
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$1.37B AUM
19.43%
1-Year Est. Return
AIP
Almanack Investment Partners
Wayne, Pennsylvania
$592M AUM
25.27%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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