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Ironwood Financial’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Ironwood Financial’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
Q4 		– Sell
-33
Closed -$1K – 459
2021
Q3 		$1K Hold
33
– – ﹤0.01% 549
2021
Q2 		$1K Sell
33
-17
-34% -$296 ﹤0.01% 535
2021
Q1 		$1K Hold
50
– – ﹤0.01% 519
2020
Q4 		$1K Hold
50
– – ﹤0.01% 470
2020
Q3 		$1K Hold
50
– – ﹤0.01% 419
2020
Q2 		$1K Buy
+50
New +$825 ﹤0.01% 391

Other funds holding SGOL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WIM
Waverton Investment Management London, United Kingdom $7.77B AUM 25.07% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return

Ironwood Financial's SGOL Position: Q4 2021 in Review

Ironwood Financial sold out of abrdn Physical Gold Shares ETF (SGOL) in Q4 2021, closing a stake of 33 shares — an estimated $1K sold.

Ironwood Financial first reported a position in SGOL in Q2 2020 and held it in 6 quarters. The position peaked at $1K in Q3 2021. 236 funds tracked by Wall St. Rank hold SGOL as of Q4 2021.

  • Ironwood Financial reported no remaining abrdn Physical Gold Shares ETF position as of Q4 2021 after selling out during the quarter.
  • Ironwood Financial sold 33 abrdn Physical Gold Shares ETF shares in Q4 2021, an estimated $1K.
  • Ironwood Financial first reported a position in abrdn Physical Gold Shares ETF in Q2 2020 and held it in 6 quarters.
  • Ironwood Financial's abrdn Physical Gold Shares ETF position peaked at $1K in Q3 2021.
  • 236 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.