IWMPD
SGOL icon

Integrated Wealth Management (Palm Desert)’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Integrated Wealth Management (Palm Desert)’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
Q4 		– Sell
-270
Closed -$3K – 867
2016
Q3 		$3K Buy
+270
New +$3.51K ﹤0.01% 1015

Other funds holding SGOL

BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 39.77% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.76% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 28.54% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WIM
Waverton Investment Management London, United Kingdom $7.77B AUM 25.07% 1-Year Est. Return
HFM
Harvest Fund Management Beijing, China $2.35B AUM 49.85% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s SGOL Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of abrdn Physical Gold Shares ETF (SGOL) in Q4 2016, closing a stake of 270 shares — an estimated $3K sold.

Integrated Wealth Management (Palm Desert) first reported a position in SGOL in Q3 2016 and held it in 1 quarter. The position peaked at $3K in Q3 2016. 86 funds tracked by Wall St. Rank hold SGOL as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining abrdn Physical Gold Shares ETF position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 270 abrdn Physical Gold Shares ETF shares in Q4 2016, an estimated $3K.
  • Integrated Wealth Management (Palm Desert) first reported a position in abrdn Physical Gold Shares ETF in Q3 2016 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s abrdn Physical Gold Shares ETF position peaked at $3K in Q3 2016.
  • 86 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.