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Curran Financial Partners’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Curran Financial Partners’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
2021
Q4 		– Sell
-14,506
Closed -$243K – 79
2021
Q3 		$243K Sell
14,506
-1,141
-7% -$19.6K 0.12% 53
2021
Q2 		$266K Sell
15,647
-2,713
-15% -$47.3K 0.15% 58
2021
Q1 		$301K Buy
18,360
+6,630
+57% +$114K 0.22% 50
2020
Q4 		$214K Buy
+11,730
New +$212K 0.18% 54

Other funds holding SGOL

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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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return
UIA
UBP Investment Advisors Geneva, Switzerland $194M AUM 12.96% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WIM
Waverton Investment Management London, United Kingdom $7.77B AUM 25.07% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

Curran Financial Partners's SGOL Position: Q4 2021 in Review

Curran Financial Partners sold out of abrdn Physical Gold Shares ETF (SGOL) in Q4 2021, closing a stake of 14,506 shares — an estimated $243K sold.

Curran Financial Partners first reported a position in SGOL in Q4 2020 and held it in 4 quarters. The position peaked at $301K in Q1 2021. 238 funds tracked by Wall St. Rank hold SGOL as of Q4 2021.

  • Curran Financial Partners reported no remaining abrdn Physical Gold Shares ETF position as of Q4 2021 after selling out during the quarter.
  • Curran Financial Partners sold 14,506 abrdn Physical Gold Shares ETF shares in Q4 2021, an estimated $243K.
  • Curran Financial Partners first reported a position in abrdn Physical Gold Shares ETF in Q4 2020 and held it in 4 quarters.
  • Curran Financial Partners's abrdn Physical Gold Shares ETF position peaked at $301K in Q1 2021.
  • 238 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q4 2021.

Based on Curran Financial Partners's 13F filing for Q4 2021, filed 10 Feb 2022.