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Cribstone Capital Management’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Cribstone Capital Management’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
Q4 		– Sell
-1,000
Closed -$16K – 455
2022
Q3 		$16K Hold
1,000
– – 0.01% 218
2022
Q2 		$17K Hold
1,000
– – 0.01% 216
2022
Q1 		$19K Buy
+1,000
New +$18K 0.01% 218

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cribstone Capital Management's SGOL Position: Q4 2022 in Review

Cribstone Capital Management sold out of abrdn Physical Gold Shares ETF (SGOL) in Q4 2022, closing a stake of 1,000 shares — an estimated $16K sold.

Cribstone Capital Management first reported a position in SGOL in Q1 2022 and held it in 3 quarters. The position peaked at $19K in Q1 2022. 241 funds tracked by Wall St. Rank hold SGOL as of Q4 2022.

  • Cribstone Capital Management reported no remaining abrdn Physical Gold Shares ETF position as of Q4 2022 after selling out during the quarter.
  • Cribstone Capital Management sold 1,000 abrdn Physical Gold Shares ETF shares in Q4 2022, an estimated $16K.
  • Cribstone Capital Management first reported a position in abrdn Physical Gold Shares ETF in Q1 2022 and held it in 3 quarters.
  • Cribstone Capital Management's abrdn Physical Gold Shares ETF position peaked at $19K in Q1 2022.
  • 241 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q4 2022.

Based on Cribstone Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.