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FDx Advisors’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

FDx Advisors’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
Q2 		– Sell
-69,790
Closed -$895K – 1064
2018
Q1 		$895K Buy
69,790
+4,800
+7% +$61.8K 0.03% 542
2017
Q4 		$820K Sell
64,990
-10,150
-14% -$126K 0.02% 614
2017
Q3 		$932K Buy
75,140
+11,630
+18% +$144K 0.03% 547
2017
Q2 		$765K Buy
63,510
+4,180
+7% +$51K 0.02% 605
2017
Q1 		$718K Buy
59,330
+1,840
+3% +$21.8K 0.02% 639
2016
Q4 		$643K Buy
+57,490
New +$681K 0.02% 679

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 $893B AUM 36.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACM
Alpha Capital Management Austin, Texas $690M AUM 22.82% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
WIM
Waverton Investment Management London, United Kingdom $7.77B AUM 25.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UIA
UBP Investment Advisors Geneva, Switzerland $194M AUM 12.96% 1-Year Est. Return

FDx Advisors's SGOL Position: Q2 2018 in Review

FDx Advisors sold out of abrdn Physical Gold Shares ETF (SGOL) in Q2 2018, closing a stake of 69,790 shares — an estimated $895K sold.

FDx Advisors first reported a position in SGOL in Q4 2016 and held it in 6 quarters. The position peaked at $932K in Q3 2017. 106 funds tracked by Wall St. Rank hold SGOL as of Q2 2018.

  • FDx Advisors reported no remaining abrdn Physical Gold Shares ETF position as of Q2 2018 after selling out during the quarter.
  • FDx Advisors sold 69,790 abrdn Physical Gold Shares ETF shares in Q2 2018, an estimated $895K.
  • FDx Advisors first reported a position in abrdn Physical Gold Shares ETF in Q4 2016 and held it in 6 quarters.
  • FDx Advisors's abrdn Physical Gold Shares ETF position peaked at $932K in Q3 2017.
  • 106 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2018.

Based on FDx Advisors's 13F filing for Q2 2018, filed 8 Aug 2018.