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

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

HighTower Advisors

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

Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return

Bank of America

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

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Alpha Capital Management Austin, Texas $690M AUM 22.82% 1-Year Est. Return

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

Guild Investment Management Los Angeles, California $140M AUM 28.67% 1-Year Est. Return

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

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