Johnson Financial Group Inc (Wisconsin)’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2018 Q2	–	Sell	-1,500	Closed	-$19K	–	567
2018 Q1	$19K	Sell	1,500 -2,930	-66%	-$37.7K	﹤0.01%	422
2017 Q4	$56K	Hold	4,430	–	–	0.01%	352
2017 Q3	$55K	Buy	4,430 +2,930	+195%	+$36.3K	0.01%	342
2017 Q2	$18K	Hold	1,500	–	–	﹤0.01%	441
2017 Q1	$18K	Buy	+1,500	New	+$17.8K	﹤0.01%	528
2016 Q4	–	Sell	-1,500	Closed	-$19K	–	709
2016 Q3	$19K	Hold	1,500	–	–	﹤0.01%	502
2016 Q2	$19K	Buy	+1,500	New	+$18.4K	﹤0.01%	592

Other funds holding SGOL

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ACM

Alpha Capital Management Austin, Texas $690M AUM 22.82% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

WIM

Waverton Investment Management London, United Kingdom $7.77B AUM 25.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

UIA

UBP Investment Advisors Geneva, Switzerland $194M AUM 12.96% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s SGOL Position: Q2 2018 in Review

Johnson Financial Group Inc (Wisconsin) sold out of abrdn Physical Gold Shares ETF (SGOL) in Q2 2018, closing a stake of 1,500 shares — an estimated $19K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in SGOL in Q2 2016 and held it in 7 quarters. The position peaked at $56K in Q4 2017. 106 funds tracked by Wall St. Rank hold SGOL as of Q2 2018.

Johnson Financial Group Inc (Wisconsin) reported no remaining abrdn Physical Gold Shares ETF position as of Q2 2018 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 1,500 abrdn Physical Gold Shares ETF shares in Q2 2018, an estimated $19K.
Johnson Financial Group Inc (Wisconsin) first reported a position in abrdn Physical Gold Shares ETF in Q2 2016 and held it in 7 quarters.
Johnson Financial Group Inc (Wisconsin)'s abrdn Physical Gold Shares ETF position peaked at $56K in Q4 2017.
106 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2018.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2018, filed 7 Aug 2018.