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Continuum Advisory’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Continuum Advisory’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
2024
Q4 		– Hold
0
– – – 1850
2024
Q3 		– Sell
-52
Closed -$1.23K – 1910
2024
Q2 		$1.16K Hold
52
– – ﹤0.01% 1439
2024
Q1 		$1.17K Buy
+52
New +$1.03K ﹤0.01% 1436

Other funds holding SGOL

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
MGP
Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PC
Pureheart Capital Singapore $459M AUM 23.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Continuum Advisory's SGOL Position: Q4 2024 in Review

Continuum Advisory held its abrdn Physical Gold Shares ETF (SGOL) position steady in Q4 2024 at 0 shares worth $7. The position accounts for ﹤0.01% of the portfolio, ranked #1850.

Continuum Advisory first reported a position in SGOL in Q1 2024 and has held it in 2 quarters since. The position peaked at $1.17K in Q1 2024. 355 funds tracked by Wall St. Rank hold SGOL as of Q4 2024.

  • Continuum Advisory held 0 shares of abrdn Physical Gold Shares ETF worth $7 as of Q4 2024.
  • Continuum Advisory left its abrdn Physical Gold Shares ETF share count unchanged in Q4 2024.
  • abrdn Physical Gold Shares ETF made up ﹤0.01% of Continuum Advisory's portfolio in Q4 2024, its #1850 holding.
  • Continuum Advisory first reported a position in abrdn Physical Gold Shares ETF in Q1 2024 and has held it in 2 quarters since.
  • Continuum Advisory's abrdn Physical Gold Shares ETF position peaked at $1.17K in Q1 2024.
  • 355 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q4 2024.

Based on Continuum Advisory's 13F filing for Q4 2024, filed 18 Feb 2025.