Cleary Gull’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Cleary Gull’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
2015 Q1	$58K	Buy	+5,000	New	+$59.6K	0.05%	33

Other funds holding SGOL

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lau Associates Greenville, Delaware $201M AUM 26.29% 1-Year Est. Return

BIM

BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jump Trading Chicago, Illinois $150M AUM 17.61% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Cleary Gull's SGOL Position: Q1 2015 in Review

Cleary Gull opened a new position in abrdn Physical Gold Shares ETF (SGOL) in Q1 2015: 5,000 shares worth $58K. The stake represents 0.05% of the portfolio and ranks #33 among its holdings.

68 funds tracked by Wall St. Rank hold SGOL as of Q1 2015.

Cleary Gull held 5,000 shares of abrdn Physical Gold Shares ETF worth $58K as of Q1 2015.
abrdn Physical Gold Shares ETF was a new Cleary Gull position in Q1 2015.
abrdn Physical Gold Shares ETF made up 0.05% of Cleary Gull's portfolio in Q1 2015, its #33 holding.
68 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2015.

Based on Cleary Gull's 13F filing for Q1 2015, filed 13 May 2015.