Cypress Wealth Services’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Cypress Wealth Services’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 Q1	–	Sell	-16,000	Closed	-$292K	–	301
2020 Q4	$292K	Buy	+16,000	New	+$289K	0.07%	212
2020 Q3	–	Sell	-16,000	Closed	-$294K	–	460
2020 Q2	$274K	Hold	16,000	–	–	0.07%	213
2020 Q1	$242K	Hold	16,000	–	–	0.07%	205
2019 Q4	$234K	Hold	16,000	–	–	0.06%	216
2019 Q3	$227K	Hold	16,000	–	–	0.06%	219
2019 Q2	$218K	Buy	+16,000	New	+$202K	0.06%	232

Other funds holding SGOL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return

Hudock Inc Williamsport, Pennsylvania $781M AUM 27.68% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

UIA

UBP Investment Advisors Geneva, Switzerland $194M AUM 12.96% 1-Year Est. Return

Cypress Wealth Services's SGOL Position: Q1 2021 in Review

Cypress Wealth Services sold out of abrdn Physical Gold Shares ETF (SGOL) in Q1 2021, closing a stake of 16,000 shares — an estimated $292K sold.

Cypress Wealth Services first reported a position in SGOL in Q2 2019 and held it in 6 quarters. The position peaked at $292K in Q4 2020. 220 funds tracked by Wall St. Rank hold SGOL as of Q1 2021.

Cypress Wealth Services reported no remaining abrdn Physical Gold Shares ETF position as of Q1 2021 after selling out during the quarter.
Cypress Wealth Services sold 16,000 abrdn Physical Gold Shares ETF shares in Q1 2021, an estimated $292K.
Cypress Wealth Services first reported a position in abrdn Physical Gold Shares ETF in Q2 2019 and held it in 6 quarters.
Cypress Wealth Services's abrdn Physical Gold Shares ETF position peaked at $292K in Q4 2020.
220 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2021.

Based on Cypress Wealth Services's 13F filing for Q1 2021, filed 28 Apr 2021.