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Econ Financial Services’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Econ Financial 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
2022
Q4 		– Sell
-166,875
Closed -$2.66M – 76
2022
Q3 		$2.66M Buy
166,875
+92,526
+124% +$1.53M 2.19% 15
2022
Q2 		$1.29M Buy
+74,349
New +$1.33M 1.04% 37
2022
Q1 		– Sell
-46,315
Closed -$813K – 189
2021
Q4 		$813K Buy
+46,315
New +$798K 0.6% 52

Other funds holding SGOL

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
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 $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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

Econ Financial Services's SGOL Position: Q4 2022 in Review

Econ Financial Services sold out of abrdn Physical Gold Shares ETF (SGOL) in Q4 2022, closing a stake of 166,875 shares — an estimated $2.66M sold.

Econ Financial Services first reported a position in SGOL in Q4 2021 and held it in 3 quarters. The position peaked at $2.66M in Q3 2022. 241 funds tracked by Wall St. Rank hold SGOL as of Q4 2022.

  • Econ Financial Services reported no remaining abrdn Physical Gold Shares ETF position as of Q4 2022 after selling out during the quarter.
  • Econ Financial Services sold 166,875 abrdn Physical Gold Shares ETF shares in Q4 2022, an estimated $2.66M.
  • Econ Financial Services first reported a position in abrdn Physical Gold Shares ETF in Q4 2021 and held it in 3 quarters.
  • Econ Financial Services's abrdn Physical Gold Shares ETF position peaked at $2.66M in Q3 2022.
  • 241 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q4 2022.

Based on Econ Financial Services's 13F filing for Q4 2022, filed 26 Jan 2023.