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

Intercontinental Wealth 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
2020
Q1 		– Sell
-5,000
Closed -$75K – 282
2019
Q4 		$75K Hold
5,000
– – 0.06% 162
2019
Q3 		$71K Sell
5,000
-5,000
-50% -$71K 0.04% 192
2019
Q2 		$136K Hold
10,000
– – 0.07% 147
2019
Q1 		$125K Hold
10,000
– – 0.06% 156
2018
Q4 		$124K Buy
+10,000
New +$119K 0.07% 152

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AIP
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HighTower Advisors
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HI
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Morgan Stanley
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ACG
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UBS Group
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return