IronBridge Private Wealth’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

IronBridge Private Wealth’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	–	Sell	-300	Closed	-$5K	–	253
2021 Q4	$5K	Hold	300	–	–	﹤0.01%	240
2021 Q3	$5K	Hold	300	–	–	﹤0.01%	215
2021 Q2	$5K	Hold	300	–	–	﹤0.01%	215
2021 Q1	$5K	Hold	300	–	–	﹤0.01%	212
2020 Q4	$5K	Buy	+300	New	+$5.41K	﹤0.01%	197

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

IronBridge Private Wealth's SGOL Position: Q1 2022 in Review

IronBridge Private Wealth sold out of abrdn Physical Gold Shares ETF (SGOL) in Q1 2022, closing a stake of 300 shares — an estimated $5K sold.

IronBridge Private Wealth first reported a position in SGOL in Q4 2020 and held it in 5 quarters. The position peaked at $5K in Q4 2021. 237 funds tracked by Wall St. Rank hold SGOL as of Q1 2022.

IronBridge Private Wealth reported no remaining abrdn Physical Gold Shares ETF position as of Q1 2022 after selling out during the quarter.
IronBridge Private Wealth sold 300 abrdn Physical Gold Shares ETF shares in Q1 2022, an estimated $5K.
IronBridge Private Wealth first reported a position in abrdn Physical Gold Shares ETF in Q4 2020 and held it in 5 quarters.
IronBridge Private Wealth's abrdn Physical Gold Shares ETF position peaked at $5K in Q4 2021.
237 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.