Kingsview Wealth Management’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Kingsview Wealth 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
2020 Q1	–	Sell	-36,975	Closed	-$541K	–	570
2019 Q4	$541K	Sell	36,975 -1,525	-4%	-$21.8K	0.07%	270
2019 Q3	$547K	Sell	38,500 -1,590	-4%	-$22.6K	0.09%	240
2019 Q2	$545K	Buy	40,090 +250	+0.6%	+$3.15K	0.09%	236
2019 Q1	$496K	Sell	39,840 -9,850	-20%	-$124K	0.08%	269
2018 Q4	$615K	Sell	49,690 -2,950	-6%	-$35K	0.13%	189
2018 Q3	$606K	Sell	52,640 -2,720	-5%	-$31.8K	0.12%	208
2018 Q2	$670K	Buy	55,360 +7,950	+17%	+$100K	0.16%	159
2018 Q1	$608K	Buy	47,410 +13,680	+41%	+$176K	0.15%	178
2017 Q4	$425K	Buy	33,730 +11,360	+51%	+$141K	0.15%	191
2017 Q3	$277K	Buy	+22,370	New	+$278K	0.12%	226

Other funds holding SGOL

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

AIP

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

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

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

Hudock Inc Williamsport, Pennsylvania $680M AUM 18.73% 1-Year Est. Return

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

ACG

Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Kingsview Wealth Management's SGOL Position: Q1 2020 in Review

Kingsview Wealth Management sold out of abrdn Physical Gold Shares ETF (SGOL) in Q1 2020, closing a stake of 36,975 shares — an estimated $541K sold.

Kingsview Wealth Management first reported a position in SGOL in Q3 2017 and held it in 10 quarters. The position peaked at $670K in Q2 2018. 150 funds tracked by Wall St. Rank hold SGOL as of Q1 2020.

Kingsview Wealth Management reported no remaining abrdn Physical Gold Shares ETF position as of Q1 2020 after selling out during the quarter.
Kingsview Wealth Management sold 36,975 abrdn Physical Gold Shares ETF shares in Q1 2020, an estimated $541K.
Kingsview Wealth Management first reported a position in abrdn Physical Gold Shares ETF in Q3 2017 and held it in 10 quarters.
Kingsview Wealth Management's abrdn Physical Gold Shares ETF position peaked at $670K in Q2 2018.
150 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2020.

Based on Kingsview Wealth Management's 13F filing for Q1 2020, filed 11 May 2020.