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

Citizens 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
2022
Q1 		– Sell
-10,676
Closed -$187K – 462
2021
Q4 		$187K Buy
+10,676
New +$184K 0.01% 434
2020
Q1 		– Sell
-580
Closed -$8K – 1214
2019
Q4 		$8K Hold
580
– – ﹤0.01% 795
2019
Q3 		$8K Buy
+580
New +$8.24K ﹤0.01% 608
2019
Q2 		– Sell
-580
Closed -$7K – 845
2019
Q1 		$7K Buy
+580
New +$7.29K ﹤0.01% 558

Other funds holding SGOL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GPC
Guardian Point Capital Charlottesville, Virginia $243M AUM 22.43% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
UIA
UBP Investment Advisors Geneva, Switzerland $194M AUM 12.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return