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

Keener Financial Planning’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
2024
Q1 		– Sell
-1,767
Closed -$35K – 210
2023
Q4 		$35K Buy
+1,767
New +$33.4K 0.03% 112

Other funds holding SGOL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MGP
Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GAA
Global Assets Advisory Orlando, Florida $349M AUM 24.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $478M AUM 16.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Keener Financial Planning's SGOL Position: Q1 2024 in Review

Keener Financial Planning sold out of abrdn Physical Gold Shares ETF (SGOL) in Q1 2024, closing a stake of 1,767 shares — an estimated $35K sold.

Keener Financial Planning first reported a position in SGOL in Q4 2023 and held it in 1 quarter. The position peaked at $35K in Q4 2023. 287 funds tracked by Wall St. Rank hold SGOL as of Q1 2024.

  • Keener Financial Planning reported no remaining abrdn Physical Gold Shares ETF position as of Q1 2024 after selling out during the quarter.
  • Keener Financial Planning sold 1,767 abrdn Physical Gold Shares ETF shares in Q1 2024, an estimated $35K.
  • Keener Financial Planning first reported a position in abrdn Physical Gold Shares ETF in Q4 2023 and held it in 1 quarter.
  • Keener Financial Planning's abrdn Physical Gold Shares ETF position peaked at $35K in Q4 2023.
  • 287 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2024.

Based on Keener Financial Planning's 13F filing for Q1 2024, filed 3 May 2024.