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Cutler Group’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Cutler Group’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 		– Sell
-8,600
Closed -$15K – 3430
2023
Q4 		$15K Buy
+8,600
New +$163K ﹤0.01% 2144
2023
Q2 		– Sell
-1,800
Closed -$1K – 4126
2023
Q1 		$1K Buy
+1,800
New +$32.6K ﹤0.01% 3548
2022
Q2 		– Sell
-4,100
Closed -$3K – 5598
2022
Q1 		$3K Buy
4,100
+700
+21% +$12.6K ﹤0.01% 4523
2021
Q4 		$4K Buy
+3,400
New +$58.6K ﹤0.01% 4386
2021
Q3 		– Sell
-22,700
Closed -$2K – 6291
2021
Q2 		$2K Sell
22,700
-7,800
-26% -$136K ﹤0.01% 5065
2021
Q1 		$6K Buy
30,500
+17,200
+129% +$296K ﹤0.01% 4271
2020
Q4 		$3K Buy
13,300
+8,200
+161% +$148K ﹤0.01% 4006
2020
Q3 		$1K Buy
+5,100
New +$93.8K ﹤0.01% 4446
2020
Q1 		– Sell
-4,600
Closed -$1K – 4577
2019
Q4 		$1K Buy
+4,600
New +$65.7K ﹤0.01% 3757
2018
Q3 		– Sell
-176,000
Closed -$5K – 4611
2018
Q2 		$5K Buy
+176,000
New +$2.22M ﹤0.01% 3134
2018
Q1 		– Sell
-18,000
Closed -$13K – 5129
2017
Q4 		$13K Buy
+18,000
New +$223K ﹤0.01% 2930
2016
Q3 		– Sell
-3,000
Closed -$3K – 7301
2016
Q2 		$3K Sell
3,000
-3,000
-50% -$36.8K ﹤0.01% 5424
2016
Q1 		$2K Buy
+6,000
New +$69.4K ﹤0.01% 5651

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 $349M AUM 24.2% 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

Cutler Group's SGOL Position: Q4 2023 in Review

Cutler Group sold out of abrdn Physical Gold Shares ETF (SGOL) in Q4 2023, closing a stake of 100 shares — an estimated $1.89K sold.

Cutler Group first reported a position in SGOL in Q3 2016 and held it in 10 quarters. The position peaked at $1.23M in Q3 2016. 294 funds tracked by Wall St. Rank hold SGOL as of Q4 2023.

  • Cutler Group reported no remaining abrdn Physical Gold Shares ETF position as of Q4 2023 after selling out during the quarter.
  • Cutler Group sold 100 abrdn Physical Gold Shares ETF shares in Q4 2023, an estimated $1.89K.
  • Cutler Group first reported a position in abrdn Physical Gold Shares ETF in Q3 2016 and held it in 10 quarters.
  • Cutler Group's abrdn Physical Gold Shares ETF position peaked at $1.23M in Q3 2016.
  • 294 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q4 2023.

Based on Cutler Group's 13F filing for Q4 2023, filed 18 Jan 2024.