Clarfeld Financial Advisors’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Clarfeld Financial Advisors’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
2018 Q4	$7K	Buy	+580	New	+$6.87K	0.01%	284

Other funds holding SGOL

PAG

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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 $478M AUM 23.65% 1-Year Est. Return

ACM

Alpha Capital Management Austin, Texas $770M AUM 23.14% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

UIA

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

ACG

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

WIM

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

Clarfeld Financial Advisors's SGOL Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in abrdn Physical Gold Shares ETF (SGOL) in Q4 2018: 580 shares worth $7K. The stake represents 0.01% of the portfolio and ranks #284 among its holdings.

95 funds tracked by Wall St. Rank hold SGOL as of Q4 2018.

Clarfeld Financial Advisors held 580 shares of abrdn Physical Gold Shares ETF worth $7K as of Q4 2018.
abrdn Physical Gold Shares ETF was a new Clarfeld Financial Advisors position in Q4 2018.
abrdn Physical Gold Shares ETF made up 0.01% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #284 holding.
95 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.