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Ironvine Capital Partners’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Ironvine Capital Partners’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
2021
Q3 		– Sell
-17,213
Closed -$292K – 55
2021
Q2 		$292K Buy
+17,213
New +$300K 0.03% 52

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
UIA
UBP Investment Advisors Geneva, Switzerland $194M AUM 12.96% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $781M AUM 27.68% 1-Year Est. Return

Ironvine Capital Partners's SGOL Position: Q3 2021 in Review

Ironvine Capital Partners sold out of abrdn Physical Gold Shares ETF (SGOL) in Q3 2021, closing a stake of 17,213 shares — an estimated $292K sold.

Ironvine Capital Partners first reported a position in SGOL in Q2 2021 and held it in 1 quarter. The position peaked at $292K in Q2 2021. 208 funds tracked by Wall St. Rank hold SGOL as of Q3 2021.

  • Ironvine Capital Partners reported no remaining abrdn Physical Gold Shares ETF position as of Q3 2021 after selling out during the quarter.
  • Ironvine Capital Partners sold 17,213 abrdn Physical Gold Shares ETF shares in Q3 2021, an estimated $292K.
  • Ironvine Capital Partners first reported a position in abrdn Physical Gold Shares ETF in Q2 2021 and held it in 1 quarter.
  • Ironvine Capital Partners's abrdn Physical Gold Shares ETF position peaked at $292K in Q2 2021.
  • 208 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q3 2021.

Based on Ironvine Capital Partners's 13F filing for Q3 2021, filed 15 Nov 2021.