FHC
SGOL icon

First Heartland Consultants’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

First Heartland Consultants’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
2013
Q3 		– Sell
-26,300
Closed -$319K – 346
2013
Q2 		$319K Buy
+26,300
New +$367K 0.19% 141

Other funds holding SGOL

BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
B
Baird Milwaukee, Wisconsin $9.78B AUM 11.39% 1-Year Est. Return
LA
Lau Associates Greenville, Delaware $201M AUM 26.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

First Heartland Consultants's SGOL Position: Q3 2013 in Review

First Heartland Consultants sold out of abrdn Physical Gold Shares ETF (SGOL) in Q3 2013, closing a stake of 26,300 shares — an estimated $319K sold.

First Heartland Consultants first reported a position in SGOL in Q2 2013 and held it in 1 quarter. The position peaked at $319K in Q2 2013. 74 funds tracked by Wall St. Rank hold SGOL as of Q3 2013.

  • First Heartland Consultants reported no remaining abrdn Physical Gold Shares ETF position as of Q3 2013 after selling out during the quarter.
  • First Heartland Consultants sold 26,300 abrdn Physical Gold Shares ETF shares in Q3 2013, an estimated $319K.
  • First Heartland Consultants first reported a position in abrdn Physical Gold Shares ETF in Q2 2013 and held it in 1 quarter.
  • First Heartland Consultants's abrdn Physical Gold Shares ETF position peaked at $319K in Q2 2013.
  • 74 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q3 2013.

Based on First Heartland Consultants's 13F filing for Q3 2013, filed 14 Nov 2013.