Cornerstone Advisors (Washington)’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Cornerstone Advisors (Washington)’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	–	Sell	-17,740	Closed	-$204K	–	1265
2018 Q3	$204K	Hold	17,740	–	–	0.13%	123
2018 Q2	$215K	Buy	+17,740	New	+$224K	0.15%	114
2014 Q3	–	Sell	-5,710	Closed	-$74K	–	637
2014 Q2	$74K	Buy	+5,710	New	+$72.3K	0.07%	76

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

Cornerstone Advisors (Washington)'s SGOL Position: Q4 2018 in Review

Cornerstone Advisors (Washington) sold out of abrdn Physical Gold Shares ETF (SGOL) in Q4 2018, closing a stake of 17,740 shares — an estimated $204K sold.

Cornerstone Advisors (Washington) first reported a position in SGOL in Q2 2014 and held it in 3 quarters. The position peaked at $215K in Q2 2018. 95 funds tracked by Wall St. Rank hold SGOL as of Q4 2018.

Cornerstone Advisors (Washington) reported no remaining abrdn Physical Gold Shares ETF position as of Q4 2018 after selling out during the quarter.
Cornerstone Advisors (Washington) sold 17,740 abrdn Physical Gold Shares ETF shares in Q4 2018, an estimated $204K.
Cornerstone Advisors (Washington) first reported a position in abrdn Physical Gold Shares ETF in Q2 2014 and held it in 3 quarters.
Cornerstone Advisors (Washington)'s abrdn Physical Gold Shares ETF position peaked at $215K in Q2 2018.
95 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q4 2018.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q4 2018, filed 16 Jan 2019.