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

JOYN Advisors’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
Q3 		– Sell
-430
Closed -$5K – 1870
2018
Q2 		$5K Buy
+430
New +$5.43K ﹤0.01% 1149

Other funds holding SGOL

PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WIM
Waverton Investment Management London, United Kingdom $7.77B AUM 25.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UIA
UBP Investment Advisors Geneva, Switzerland $194M AUM 12.96% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

JOYN Advisors's SGOL Position: Q3 2018 in Review

JOYN Advisors sold out of abrdn Physical Gold Shares ETF (SGOL) in Q3 2018, closing a stake of 430 shares — an estimated $5K sold.

JOYN Advisors first reported a position in SGOL in Q2 2018 and held it in 1 quarter. The position peaked at $5K in Q2 2018. 90 funds tracked by Wall St. Rank hold SGOL as of Q3 2018.

  • JOYN Advisors reported no remaining abrdn Physical Gold Shares ETF position as of Q3 2018 after selling out during the quarter.
  • JOYN Advisors sold 430 abrdn Physical Gold Shares ETF shares in Q3 2018, an estimated $5K.
  • JOYN Advisors first reported a position in abrdn Physical Gold Shares ETF in Q2 2018 and held it in 1 quarter.
  • JOYN Advisors's abrdn Physical Gold Shares ETF position peaked at $5K in Q2 2018.
  • 90 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q3 2018.

Based on JOYN Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.