EDRH
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Edmond de Rothschild Holding’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Edmond de Rothschild Holding’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
Q3 		– Sell
-650
Closed -$11K – 852
2021
Q2 		$11K Hold
650
– – ﹤0.01% 753
2021
Q1 		$11K Hold
650
– – ﹤0.01% 692
2020
Q4 		$12K Hold
650
– – ﹤0.01% 615
2020
Q3 		$12K Hold
650
– – ﹤0.01% 586
2020
Q2 		$11K Buy
+650
New +$10.7K ﹤0.01% 579

Other funds holding SGOL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 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 $365M AUM 22.69% 1-Year Est. Return
UIA
UBP Investment Advisors Geneva, Switzerland $194M AUM 12.96% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $680M AUM 18.73% 1-Year Est. Return

Edmond de Rothschild Holding's SGOL Position: Q3 2021 in Review

Edmond de Rothschild Holding sold out of abrdn Physical Gold Shares ETF (SGOL) in Q3 2021, closing a stake of 650 shares — an estimated $11K sold.

Edmond de Rothschild Holding first reported a position in SGOL in Q2 2020 and held it in 5 quarters. The position peaked at $12K in Q4 2020. 208 funds tracked by Wall St. Rank hold SGOL as of Q3 2021.

  • Edmond de Rothschild Holding reported no remaining abrdn Physical Gold Shares ETF position as of Q3 2021 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 650 abrdn Physical Gold Shares ETF shares in Q3 2021, an estimated $11K.
  • Edmond de Rothschild Holding first reported a position in abrdn Physical Gold Shares ETF in Q2 2020 and held it in 5 quarters.
  • Edmond de Rothschild Holding's abrdn Physical Gold Shares ETF position peaked at $12K in Q4 2020.
  • 208 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q3 2021.

Based on Edmond de Rothschild Holding's 13F filing for Q3 2021, filed 12 Nov 2021.