FSA
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Financial Services Advisory’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Financial Services Advisory’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 		– Sell
-129,517
Closed -$1.89M – 29
2019
Q4 		$1.89M Sell
129,517
-2,243
-2% -$32K 0.78% 27
2019
Q3 		$1.87M Buy
+131,760
New +$1.87M 1.24% 19
2019
Q2 		– Sell
-173,120
Closed -$2.16M – 26
2019
Q1 		$2.16M Sell
173,120
-5,580
-3% -$70.2K 1.86% 15
2018
Q4 		$2.21M Buy
+178,700
New +$2.12M 13.75% 3

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 $592M AUM 25.27% 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 $94.2B AUM 21.24% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $680M AUM 18.73% 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 $1.11B AUM 13.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return