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Heritage Wealth Management (Arizona)’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$109K Buy
6,250
+1,117
+22% +$18.5K 0.02% 401
2022
Q3 		$82K Sell
5,133
-856
-14% -$14.2K 0.03% 347
2022
Q2 		$104K Sell
5,989
-4,603
-43% -$82.7K 0.03% 327
2022
Q1 		$197K Buy
+10,592
New +$191K 0.05% 273

Other funds holding SGOL

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s SGOL Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its abrdn Physical Gold Shares ETF (SGOL) stake by 22% in Q4 2022, buying an estimated $18.5K and bringing the position to 6,250 shares worth $109K. The position accounts for 0.02% of the portfolio, ranked #401.

Heritage Wealth Management (Arizona) first reported a position in SGOL in Q1 2022 and has held it in 4 quarters since. The position peaked at $197K in Q1 2022. 241 funds tracked by Wall St. Rank hold SGOL as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 6,250 shares of abrdn Physical Gold Shares ETF worth $109K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 1,117 abrdn Physical Gold Shares ETF shares in Q4 2022, an estimated $18.5K.
  • abrdn Physical Gold Shares ETF made up 0.02% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #401 holding.
  • Heritage Wealth Management (Arizona) first reported a position in abrdn Physical Gold Shares ETF in Q1 2022 and has held it in 4 quarters since.
  • Heritage Wealth Management (Arizona)'s abrdn Physical Gold Shares ETF position peaked at $197K in Q1 2022.
  • 241 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.