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Endowment Wealth Management’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Endowment Wealth Management’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
Q2 		– Sell
-10,988
Closed -$233K – 136
2024
Q1 		$233K Hold
10,988
– – 0.17% 111
2023
Q4 		$217K Buy
+10,988
New +$208K 0.18% 117

Other funds holding SGOL

MGP
Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $424B AUM 22.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $509M AUM 17.24% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return

Endowment Wealth Management's SGOL Position: Q2 2024 in Review

Endowment Wealth Management sold out of abrdn Physical Gold Shares ETF (SGOL) in Q2 2024, closing a stake of 10,988 shares — an estimated $233K sold.

Endowment Wealth Management first reported a position in SGOL in Q4 2023 and held it in 2 quarters. The position peaked at $233K in Q1 2024. 304 funds tracked by Wall St. Rank hold SGOL as of Q2 2024.

  • Endowment Wealth Management reported no remaining abrdn Physical Gold Shares ETF position as of Q2 2024 after selling out during the quarter.
  • Endowment Wealth Management sold 10,988 abrdn Physical Gold Shares ETF shares in Q2 2024, an estimated $233K.
  • Endowment Wealth Management first reported a position in abrdn Physical Gold Shares ETF in Q4 2023 and held it in 2 quarters.
  • Endowment Wealth Management's abrdn Physical Gold Shares ETF position peaked at $233K in Q1 2024.
  • 304 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2024.

Based on Endowment Wealth Management's 13F filing for Q2 2024, filed 1 Aug 2024.