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Founders Capital Management (Texas)’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Founders Capital Management (Texas)’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
Q3 		– Sell
-2,868
Closed -$50K – 415
2022
Q2 		$50K Buy
+2,868
New +$51.5K 0.04% 122

Other funds holding SGOL

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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
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
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
UIA
UBP Investment Advisors Geneva, Switzerland $194M AUM 12.96% 1-Year Est. Return

Founders Capital Management (Texas)'s SGOL Position: Q3 2022 in Review

Founders Capital Management (Texas) sold out of abrdn Physical Gold Shares ETF (SGOL) in Q3 2022, closing a stake of 2,868 shares — an estimated $50K sold.

Founders Capital Management (Texas) first reported a position in SGOL in Q2 2022 and held it in 1 quarter. The position peaked at $50K in Q2 2022. 220 funds tracked by Wall St. Rank hold SGOL as of Q3 2022.

  • Founders Capital Management (Texas) reported no remaining abrdn Physical Gold Shares ETF position as of Q3 2022 after selling out during the quarter.
  • Founders Capital Management (Texas) sold 2,868 abrdn Physical Gold Shares ETF shares in Q3 2022, an estimated $50K.
  • Founders Capital Management (Texas) first reported a position in abrdn Physical Gold Shares ETF in Q2 2022 and held it in 1 quarter.
  • Founders Capital Management (Texas)'s abrdn Physical Gold Shares ETF position peaked at $50K in Q2 2022.
  • 220 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q3 2022.

Based on Founders Capital Management (Texas)'s 13F filing for Q3 2022, filed 6 Oct 2022.