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

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

Other funds holding SGOL

Intercontinental Wealth Advisors's SGOL Position: Q1 2020 in Review

Intercontinental Wealth Advisors sold out of abrdn Physical Gold Shares ETF (SGOL) in Q1 2020, closing a stake of 5,000 shares — an estimated $75K sold.

Intercontinental Wealth Advisors first reported a position in SGOL in Q4 2018 and held it in 5 quarters. The position peaked at $136K in Q2 2019. 150 funds tracked by Wall St. Rank hold SGOL as of Q1 2020.

  • Intercontinental Wealth Advisors reported no remaining abrdn Physical Gold Shares ETF position as of Q1 2020 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 5,000 abrdn Physical Gold Shares ETF shares in Q1 2020, an estimated $75K.
  • Intercontinental Wealth Advisors first reported a position in abrdn Physical Gold Shares ETF in Q4 2018 and held it in 5 quarters.
  • Intercontinental Wealth Advisors's abrdn Physical Gold Shares ETF position peaked at $136K in Q2 2019.
  • 150 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2020.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2020, filed 19 Jan 2021.