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Evanson Asset Management’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Evanson Asset 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
2018
Q4 		– Sell
-29,640
Closed -$341K – 241
2018
Q3 		$341K Hold
29,640
– – 0.07% 169
2018
Q2 		$359K Buy
29,640
+14,000
+90% +$177K 0.07% 170
2018
Q1 		$201K Buy
+15,640
New +$201K 0.04% 239

Other funds holding SGOL

PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
ACM
Alpha Capital Management Austin, Texas $770M AUM 23.14% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
UIA
UBP Investment Advisors Geneva, Switzerland $194M AUM 12.96% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return
WIM
Waverton Investment Management London, United Kingdom $7.77B AUM 25.07% 1-Year Est. Return

Evanson Asset Management's SGOL Position: Q4 2018 in Review

Evanson Asset Management sold out of abrdn Physical Gold Shares ETF (SGOL) in Q4 2018, closing a stake of 29,640 shares — an estimated $341K sold.

Evanson Asset Management first reported a position in SGOL in Q1 2018 and held it in 3 quarters. The position peaked at $359K in Q2 2018. 95 funds tracked by Wall St. Rank hold SGOL as of Q4 2018.

  • Evanson Asset Management reported no remaining abrdn Physical Gold Shares ETF position as of Q4 2018 after selling out during the quarter.
  • Evanson Asset Management sold 29,640 abrdn Physical Gold Shares ETF shares in Q4 2018, an estimated $341K.
  • Evanson Asset Management first reported a position in abrdn Physical Gold Shares ETF in Q1 2018 and held it in 3 quarters.
  • Evanson Asset Management's abrdn Physical Gold Shares ETF position peaked at $359K in Q2 2018.
  • 95 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q4 2018.

Based on Evanson Asset Management's 13F filing for Q4 2018, filed 17 Jan 2019.