GG
SGOL icon

Gofen & Glossberg’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Gofen & Glossberg’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
2014
Q3 		– Sell
-16,000
Closed -$209K – 456
2014
Q2 		$209K Hold
16,000
– – 0.01% 416
2014
Q1 		$208K Buy
+16,000
New +$203K 0.01% 405
2013
Q4 		– Sell
-16,000
Closed -$209K – 541
2013
Q3 		$209K Buy
+16,000
New +$209K 0.01% 379

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
JPC
Jabodon PT Co Reno, Nevada $860M AUM 17.81% 1-Year Est. Return
LA
Lau Associates Greenville, Delaware $201M AUM 26.29% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gofen & Glossberg's SGOL Position: Q3 2014 in Review

Gofen & Glossberg sold out of abrdn Physical Gold Shares ETF (SGOL) in Q3 2014, closing a stake of 16,000 shares — an estimated $209K sold.

Gofen & Glossberg first reported a position in SGOL in Q3 2013 and held it in 3 quarters. The position peaked at $209K in Q2 2014. 77 funds tracked by Wall St. Rank hold SGOL as of Q3 2014.

  • Gofen & Glossberg reported no remaining abrdn Physical Gold Shares ETF position as of Q3 2014 after selling out during the quarter.
  • Gofen & Glossberg sold 16,000 abrdn Physical Gold Shares ETF shares in Q3 2014, an estimated $209K.
  • Gofen & Glossberg first reported a position in abrdn Physical Gold Shares ETF in Q3 2013 and held it in 3 quarters.
  • Gofen & Glossberg's abrdn Physical Gold Shares ETF position peaked at $209K in Q2 2014.
  • 77 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q3 2014.

Based on Gofen & Glossberg's 13F filing for Q3 2014, filed 8 Oct 2014.