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

Legacy Financial 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
2019
Q1 		– Sell
-1,900
Closed -$23K – 1144
2018
Q4 		$23K Hold
1,900
– – 0.01% 382
2018
Q3 		$21K Hold
1,900
– – 0.01% 369
2018
Q2 		$23K Hold
1,900
– – 0.01% 355
2018
Q1 		$24K Buy
+1,900
New +$24.4K 0.01% 343

Other funds holding SGOL

PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
ACM
Alpha Capital Management Austin, Texas $770M AUM 23.14% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return
GIM
Guild Investment Management Los Angeles, California $146M AUM 22.78% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
UIA
UBP Investment Advisors Geneva, Switzerland $194M AUM 12.96% 1-Year Est. Return

Legacy Financial Advisors's SGOL Position: Q1 2019 in Review

Legacy Financial Advisors sold out of abrdn Physical Gold Shares ETF (SGOL) in Q1 2019, closing a stake of 1,900 shares — an estimated $23K sold.

Legacy Financial Advisors first reported a position in SGOL in Q1 2018 and held it in 4 quarters. The position peaked at $24K in Q1 2018. 100 funds tracked by Wall St. Rank hold SGOL as of Q1 2019.

  • Legacy Financial Advisors reported no remaining abrdn Physical Gold Shares ETF position as of Q1 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 1,900 abrdn Physical Gold Shares ETF shares in Q1 2019, an estimated $23K.
  • Legacy Financial Advisors first reported a position in abrdn Physical Gold Shares ETF in Q1 2018 and held it in 4 quarters.
  • Legacy Financial Advisors's abrdn Physical Gold Shares ETF position peaked at $24K in Q1 2018.
  • 100 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2019.

Based on Legacy Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.