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Credit Suisse’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Credit Suisse’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
Q1 		$656K Buy
30,869
+5,934
+24% +$118K ﹤0.01% 2504
2023
Q4 		$492K Sell
24,935
-5,883
-19% -$111K ﹤0.01% 2737
2023
Q3 		$545K Sell
30,818
-2,644
-8% -$48.7K ﹤0.01% 2637
2023
Q2 		$615K Buy
33,462
+23,178
+225% +$439K ﹤0.01% 2672
2023
Q1 		$194K Hold
10,284
– – ﹤0.01% 3121
2022
Q4 		$180K Buy
+10,284
New +$171K ﹤0.01% 3217

Other funds holding SGOL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MGP
Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GAA
Global Assets Advisory Orlando, Florida $458M AUM 29.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $478M AUM 16.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Credit Suisse's SGOL Position: Q1 2024 in Review

Credit Suisse increased its abrdn Physical Gold Shares ETF (SGOL) stake by 24% in Q1 2024, buying an estimated $118K and bringing the position to 30,869 shares worth $656K. The position accounts for ﹤0.01% of the portfolio, ranked #2504.

Credit Suisse first reported a position in SGOL in Q4 2022 and has held it in 6 quarters since. 287 funds tracked by Wall St. Rank hold SGOL as of Q1 2024.

  • Credit Suisse held 30,869 shares of abrdn Physical Gold Shares ETF worth $656K as of Q1 2024.
  • Credit Suisse bought 5,934 abrdn Physical Gold Shares ETF shares in Q1 2024, an estimated $118K.
  • abrdn Physical Gold Shares ETF made up ﹤0.01% of Credit Suisse's portfolio in Q1 2024, its #2504 holding.
  • Credit Suisse first reported a position in abrdn Physical Gold Shares ETF in Q4 2022 and has held it in 6 quarters since.
  • 287 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.