GA
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GoalVest Advisory’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

GoalVest 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
2021
Q1 		– Sell
-22
Closed – – 223
2020
Q4 		$0 Buy
+22
New +$397 ﹤0.01% 214

Other funds holding SGOL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Colony Group
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
UIA
UBP Investment Advisors Geneva, Switzerland $194M AUM 12.96% 1-Year Est. Return

GoalVest Advisory's SGOL Position: Q1 2021 in Review

GoalVest Advisory sold out of abrdn Physical Gold Shares ETF (SGOL) in Q1 2021, closing a stake of 22 shares.

GoalVest Advisory first reported a position in SGOL in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 220 funds tracked by Wall St. Rank hold SGOL as of Q1 2021.

  • GoalVest Advisory reported no remaining abrdn Physical Gold Shares ETF position as of Q1 2021 after selling out during the quarter.
  • GoalVest Advisory sold 22 abrdn Physical Gold Shares ETF shares in Q1 2021.
  • GoalVest Advisory first reported a position in abrdn Physical Gold Shares ETF in Q4 2020 and held it in 1 quarter.
  • GoalVest Advisory's abrdn Physical Gold Shares ETF position peaked at $0 in Q4 2020.
  • 220 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2021.

Based on GoalVest Advisory's 13F filing for Q1 2021, filed 13 May 2021.