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Fiduciary Trust International of Pennsylvania’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Fiduciary Trust International of Pennsylvania’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
2020
Q1 		$3.81M Buy
251,323
+215,736
+606% +$3.29M 0.18% 125
2019
Q4 		$520K Buy
35,587
+1,707
+5% +$24.4K 0.02% 256
2019
Q3 		$481K Buy
+33,880
New +$481K 0.02% 301

Other funds holding SGOL

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $781M AUM 27.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Fiduciary Trust International of Pennsylvania's SGOL Position: Q1 2020 in Review

Fiduciary Trust International of Pennsylvania increased its abrdn Physical Gold Shares ETF (SGOL) stake by 606% in Q1 2020, buying an estimated $3.29M and bringing the position to 251,323 shares worth $3.81M. The position accounts for 0.18% of the portfolio, ranked #125.

Fiduciary Trust International of Pennsylvania first reported a position in SGOL in Q3 2019 and has held it in 3 quarters since. 150 funds tracked by Wall St. Rank hold SGOL as of Q1 2020.

  • Fiduciary Trust International of Pennsylvania held 251,323 shares of abrdn Physical Gold Shares ETF worth $3.81M as of Q1 2020.
  • Fiduciary Trust International of Pennsylvania bought 215,736 abrdn Physical Gold Shares ETF shares in Q1 2020, an estimated $3.29M.
  • abrdn Physical Gold Shares ETF made up 0.18% of Fiduciary Trust International of Pennsylvania's portfolio in Q1 2020, its #125 holding.
  • Fiduciary Trust International of Pennsylvania first reported a position in abrdn Physical Gold Shares ETF in Q3 2019 and has held it in 3 quarters since.
  • 150 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2020.

Based on Fiduciary Trust International of Pennsylvania's 13F filing for Q1 2020, filed 27 Apr 2020.