Gupta Wealth Management’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Gupta Wealth Management’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
2016 Q1	$4.87M	Buy	405,310 +69,980	+21%	+$809K	1.14%	17
2015 Q4	$3.47M	Sell	335,330 -11,950	-3%	-$129K	0.88%	22
2015 Q3	$3.79M	Buy	347,280 +74,630	+27%	+$820K	0.92%	21
2015 Q2	$3.12M	Buy	272,650 +65,200	+31%	+$761K	0.77%	32
2015 Q1	$2.4M	Buy	+207,450	New	+$2.47M	0.71%	38

Other funds holding SGOL

BlackRock Advisors Wilmington, Delaware $98.8B AUM 39.77% 1-Year Est. Return

BlackRock Group London, United Kingdom $210B AUM 15.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BIM

BlackRock Investment Management Wilmington, Delaware $86.4B AUM 28.54% 1-Year Est. Return

GIM

Guild Investment Management Los Angeles, California $146M AUM 22.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ACM

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jump Trading Chicago, Illinois $150M AUM 17.61% 1-Year Est. Return

Gupta Wealth Management's SGOL Position: Q1 2016 in Review

Gupta Wealth Management increased its abrdn Physical Gold Shares ETF (SGOL) stake by 21% in Q1 2016, buying an estimated $809K and bringing the position to 405,310 shares worth $4.87M. The position accounts for 1.14% of the portfolio, ranked #17.

Gupta Wealth Management first reported a position in SGOL in Q1 2015 and has held it in 5 quarters since. 70 funds tracked by Wall St. Rank hold SGOL as of Q1 2016.

Gupta Wealth Management held 405,310 shares of abrdn Physical Gold Shares ETF worth $4.87M as of Q1 2016.
Gupta Wealth Management bought 69,980 abrdn Physical Gold Shares ETF shares in Q1 2016, an estimated $809K.
abrdn Physical Gold Shares ETF made up 1.14% of Gupta Wealth Management's portfolio in Q1 2016, its #17 holding.
Gupta Wealth Management first reported a position in abrdn Physical Gold Shares ETF in Q1 2015 and has held it in 5 quarters since.
70 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.