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

Kingswood Wealth 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
2023
Q3 		– Sell
-49,000
Closed -$900K – 471
2023
Q2 		$900K Buy
+49,000
New +$928K 0.29% 92

Other funds holding SGOL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 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
Jane Street
Jane Street New York $777B AUM 61.18% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Kingswood Wealth Advisors's SGOL Position: Q3 2023 in Review

Kingswood Wealth Advisors sold out of abrdn Physical Gold Shares ETF (SGOL) in Q3 2023, closing a stake of 49,000 shares — an estimated $900K sold.

Kingswood Wealth Advisors first reported a position in SGOL in Q2 2023 and held it in 1 quarter. The position peaked at $900K in Q2 2023. 262 funds tracked by Wall St. Rank hold SGOL as of Q3 2023.

  • Kingswood Wealth Advisors reported no remaining abrdn Physical Gold Shares ETF position as of Q3 2023 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 49,000 abrdn Physical Gold Shares ETF shares in Q3 2023, an estimated $900K.
  • Kingswood Wealth Advisors first reported a position in abrdn Physical Gold Shares ETF in Q2 2023 and held it in 1 quarter.
  • Kingswood Wealth Advisors's abrdn Physical Gold Shares ETF position peaked at $900K in Q2 2023.
  • 262 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q3 2023.

Based on Kingswood Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.