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Evergreen Capital Management’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Evergreen Capital 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
2022
Q2 		– Sell
-26,920
Closed -$500K – 667
2022
Q1 		$500K Buy
+26,920
New +$485K 0.02% 375

Other funds holding SGOL

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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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
GPC
Guardian Point Capital Charlottesville, Virginia $243M AUM 22.43% 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
UIA
UBP Investment Advisors Geneva, Switzerland $194M AUM 12.96% 1-Year Est. Return

Evergreen Capital Management's SGOL Position: Q2 2022 in Review

Evergreen Capital Management sold out of abrdn Physical Gold Shares ETF (SGOL) in Q2 2022, closing a stake of 26,920 shares — an estimated $500K sold.

Evergreen Capital Management first reported a position in SGOL in Q1 2022 and held it in 1 quarter. The position peaked at $500K in Q1 2022. 230 funds tracked by Wall St. Rank hold SGOL as of Q2 2022.

  • Evergreen Capital Management reported no remaining abrdn Physical Gold Shares ETF position as of Q2 2022 after selling out during the quarter.
  • Evergreen Capital Management sold 26,920 abrdn Physical Gold Shares ETF shares in Q2 2022, an estimated $500K.
  • Evergreen Capital Management first reported a position in abrdn Physical Gold Shares ETF in Q1 2022 and held it in 1 quarter.
  • Evergreen Capital Management's abrdn Physical Gold Shares ETF position peaked at $500K in Q1 2022.
  • 230 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2022.

Based on Evergreen Capital Management's 13F filing for Q2 2022, filed 15 Aug 2022.