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Convergent Wealth Advisors’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Convergent Wealth 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
2013
Q4 		– Sell
-20,000
Closed -$261K – 38
2013
Q3 		$261K Buy
+20,000
New +$262K 0.05% 32

Other funds holding SGOL

BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
JPC
Jabodon PT Co Reno, Nevada $860M AUM 17.81% 1-Year Est. Return
LA
Lau Associates Greenville, Delaware $201M AUM 26.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

Convergent Wealth Advisors's SGOL Position: Q4 2013 in Review

Convergent Wealth Advisors sold out of abrdn Physical Gold Shares ETF (SGOL) in Q4 2013, closing a stake of 20,000 shares — an estimated $261K sold.

Convergent Wealth Advisors first reported a position in SGOL in Q3 2013 and held it in 1 quarter. The position peaked at $261K in Q3 2013. 75 funds tracked by Wall St. Rank hold SGOL as of Q4 2013.

  • Convergent Wealth Advisors reported no remaining abrdn Physical Gold Shares ETF position as of Q4 2013 after selling out during the quarter.
  • Convergent Wealth Advisors sold 20,000 abrdn Physical Gold Shares ETF shares in Q4 2013, an estimated $261K.
  • Convergent Wealth Advisors first reported a position in abrdn Physical Gold Shares ETF in Q3 2013 and held it in 1 quarter.
  • Convergent Wealth Advisors's abrdn Physical Gold Shares ETF position peaked at $261K in Q3 2013.
  • 75 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q4 2013.

Based on Convergent Wealth Advisors's 13F filing for Q4 2013, filed 10 Feb 2014.