GT
SGOL icon

Greenleaf Trust’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Greenleaf Trust’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
2019
Q2 		– Sell
-23,000
Closed -$286K – 560
2019
Q1 		$286K Buy
+23,000
New +$289K ﹤0.01% 394

Other funds holding SGOL

PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
UIA
UBP Investment Advisors Geneva, Switzerland $194M AUM 12.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Greenleaf Trust's SGOL Position: Q2 2019 in Review

Greenleaf Trust sold out of abrdn Physical Gold Shares ETF (SGOL) in Q2 2019, closing a stake of 23,000 shares — an estimated $286K sold.

Greenleaf Trust first reported a position in SGOL in Q1 2019 and held it in 1 quarter. The position peaked at $286K in Q1 2019. 98 funds tracked by Wall St. Rank hold SGOL as of Q2 2019.

  • Greenleaf Trust reported no remaining abrdn Physical Gold Shares ETF position as of Q2 2019 after selling out during the quarter.
  • Greenleaf Trust sold 23,000 abrdn Physical Gold Shares ETF shares in Q2 2019, an estimated $286K.
  • Greenleaf Trust first reported a position in abrdn Physical Gold Shares ETF in Q1 2019 and held it in 1 quarter.
  • Greenleaf Trust's abrdn Physical Gold Shares ETF position peaked at $286K in Q1 2019.
  • 98 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2019.

Based on Greenleaf Trust's 13F filing for Q2 2019, filed 24 Jul 2019.