Kings Point Capital Management’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Kings Point Capital Management’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
2022 Q1	$14K	Hold	750	–	–	﹤0.01%	543
2021 Q4	$13K	Hold	750	–	–	﹤0.01%	606
2021 Q3	$13K	Hold	750	–	–	﹤0.01%	539
2021 Q2	$13K	Hold	750	–	–	﹤0.01%	516
2021 Q1	$12K	Hold	750	–	–	﹤0.01%	518
2020 Q4	$14K	Hold	750	–	–	﹤0.01%	463
2020 Q3	$14K	Hold	750	–	–	﹤0.01%	446
2020 Q2	$13K	Buy	+750	New	+$12.4K	﹤0.01%	414

Other funds holding SGOL

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

GPC

Guardian Point Capital Charlottesville, Virginia $243M AUM 22.43% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

AIP

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

UIA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kings Point Capital Management's SGOL Position: Q1 2022 in Review

Kings Point Capital Management held its abrdn Physical Gold Shares ETF (SGOL) position steady in Q1 2022 at 750 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #543.

Kings Point Capital Management first reported a position in SGOL in Q2 2020 and has held it in 8 quarters since. 237 funds tracked by Wall St. Rank hold SGOL as of Q1 2022.

Kings Point Capital Management held 750 shares of abrdn Physical Gold Shares ETF worth $14K as of Q1 2022.
Kings Point Capital Management left its abrdn Physical Gold Shares ETF share count unchanged in Q1 2022.
abrdn Physical Gold Shares ETF made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #543 holding.
Kings Point Capital Management first reported a position in abrdn Physical Gold Shares ETF in Q2 2020 and has held it in 8 quarters since.
237 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.