IndexIQ Advisors’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

IndexIQ Advisors’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 Q1	$1.34M	Sell	72,138 -60,537	-46%	-$1.09M	0.05%	248
2021 Q4	$2.33M	Buy	132,675 +1,962	+2%	+$33.8K	0.08%	215
2021 Q3	$2.2M	Buy	130,713 +46,610	+55%	+$801K	0.07%	230
2021 Q2	$1.43M	Buy	84,103 +56,008	+199%	+$976K	0.05%	249
2021 Q1	$460K	Buy	28,095 +16,587	+144%	+$286K	0.02%	397
2020 Q4	$210K	Buy	+11,508	New	+$208K	0.01%	895
2020 Q3	–	Sell	-35,956	Closed	-$616K	–	1041
2020 Q2	$616K	Buy	35,956 +32,815	+1,045%	+$542K	0.03%	225
2020 Q1	$48K	Buy	+3,141	New	+$47.9K	﹤0.01%	754

Other funds holding SGOL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

GPC

Guardian Point Capital Charlottesville, Virginia $243M AUM 22.43% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

UIA

UBP Investment Advisors Geneva, Switzerland $194M AUM 12.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IndexIQ Advisors's SGOL Position: Q1 2022 in Review

IndexIQ Advisors reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 46% in Q1 2022, selling an estimated $1.09M and leaving 72,138 shares worth $1.34M. The position accounts for 0.05% of the portfolio, ranked #248.

IndexIQ Advisors first reported a position in SGOL in Q1 2020 and has held it in 8 quarters since. The position peaked at $2.33M in Q4 2021. 237 funds tracked by Wall St. Rank hold SGOL as of Q1 2022.

IndexIQ Advisors held 72,138 shares of abrdn Physical Gold Shares ETF worth $1.34M as of Q1 2022.
IndexIQ Advisors sold 60,537 abrdn Physical Gold Shares ETF shares in Q1 2022, an estimated $1.09M.
abrdn Physical Gold Shares ETF made up 0.05% of IndexIQ Advisors's portfolio in Q1 2022, its #248 holding.
IndexIQ Advisors first reported a position in abrdn Physical Gold Shares ETF in Q1 2020 and has held it in 8 quarters since.
IndexIQ Advisors's abrdn Physical Gold Shares ETF position peaked at $2.33M in Q4 2021.
237 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.