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Cullen/Frost Bankers’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Cullen/Frost Bankers’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
2023
Q4 		– Sell
-6,588
Closed -$117K – 1163
2023
Q3 		$117K Buy
+6,588
New +$121K ﹤0.01% 590

Other funds holding SGOL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cullen/Frost Bankers's SGOL Position: Q4 2023 in Review

Cullen/Frost Bankers sold out of abrdn Physical Gold Shares ETF (SGOL) in Q4 2023, closing a stake of 6,588 shares — an estimated $117K sold.

Cullen/Frost Bankers first reported a position in SGOL in Q3 2023 and held it in 1 quarter. The position peaked at $117K in Q3 2023. 294 funds tracked by Wall St. Rank hold SGOL as of Q4 2023.

  • Cullen/Frost Bankers reported no remaining abrdn Physical Gold Shares ETF position as of Q4 2023 after selling out during the quarter.
  • Cullen/Frost Bankers sold 6,588 abrdn Physical Gold Shares ETF shares in Q4 2023, an estimated $117K.
  • Cullen/Frost Bankers first reported a position in abrdn Physical Gold Shares ETF in Q3 2023 and held it in 1 quarter.
  • Cullen/Frost Bankers's abrdn Physical Gold Shares ETF position peaked at $117K in Q3 2023.
  • 294 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q4 2023.

Based on Cullen/Frost Bankers's 13F filing for Q4 2023, filed 6 Feb 2024.