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Freedom Wealth Alliance’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Freedom Wealth Alliance’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
2023
Q3 		– Sell
-39,859
Closed -$747K – 65
2023
Q2 		$747K Buy
39,859
+25,204
+172% +$477K 1.04% 14
2023
Q1 		$277K Buy
14,655
+195
+1% +$3.53K 0.42% 42
2022
Q4 		$253K Buy
+14,460
New +$240K 0.36% 42

Other funds holding SGOL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
MGP
Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Freedom Wealth Alliance's SGOL Position: Q3 2023 in Review

Freedom Wealth Alliance sold out of abrdn Physical Gold Shares ETF (SGOL) in Q3 2023, closing a stake of 39,859 shares — an estimated $747K sold.

Freedom Wealth Alliance first reported a position in SGOL in Q4 2022 and held it in 3 quarters. The position peaked at $747K in Q2 2023. 262 funds tracked by Wall St. Rank hold SGOL as of Q3 2023.

  • Freedom Wealth Alliance reported no remaining abrdn Physical Gold Shares ETF position as of Q3 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 39,859 abrdn Physical Gold Shares ETF shares in Q3 2023, an estimated $747K.
  • Freedom Wealth Alliance first reported a position in abrdn Physical Gold Shares ETF in Q4 2022 and held it in 3 quarters.
  • Freedom Wealth Alliance's abrdn Physical Gold Shares ETF position peaked at $747K in Q2 2023.
  • 262 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q3 2023.

Based on Freedom Wealth Alliance's 13F filing for Q3 2023, filed 30 Oct 2023.