Cordasco Financial Network’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Cordasco Financial Network’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 Q2	$3K	Hold	148	–	–	﹤0.01%	509
2022 Q1	$3K	Hold	148	–	–	﹤0.01%	497
2021 Q4	$3K	Hold	148	–	–	﹤0.01%	498
2021 Q3	$2K	Hold	148	–	–	﹤0.01%	524
2021 Q2	$3K	Hold	148	–	–	﹤0.01%	512
2021 Q1	$2K	Hold	148	–	–	﹤0.01%	526
2020 Q4	$3K	Hold	148	–	–	﹤0.01%	467
2020 Q3	$3K	Hold	148	–	–	﹤0.01%	457
2020 Q2	$3K	Buy	+148	New	+$2.44K	﹤0.01%	421

Other funds holding SGOL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return

GPC

Guardian Point Capital Charlottesville, Virginia $243M AUM 22.43% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UIA

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

Cordasco Financial Network's SGOL Position: Q2 2022 in Review

Cordasco Financial Network held its abrdn Physical Gold Shares ETF (SGOL) position steady in Q2 2022 at 148 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

Cordasco Financial Network first reported a position in SGOL in Q2 2020 and has held it in 9 quarters since. 230 funds tracked by Wall St. Rank hold SGOL as of Q2 2022.

Cordasco Financial Network held 148 shares of abrdn Physical Gold Shares ETF worth $3K as of Q2 2022.
Cordasco Financial Network left its abrdn Physical Gold Shares ETF share count unchanged in Q2 2022.
abrdn Physical Gold Shares ETF made up ﹤0.01% of Cordasco Financial Network's portfolio in Q2 2022, its #509 holding.
Cordasco Financial Network first reported a position in abrdn Physical Gold Shares ETF in Q2 2020 and has held it in 9 quarters since.
230 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2022.

Based on Cordasco Financial Network's 13F filing for Q2 2022, filed 15 Jul 2022.