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Lindbrook Capital’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Lindbrook Capital’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
-110
Closed -$2K – 1847
2019
Q4 		$2K Buy
+110
New +$1.57K ﹤0.01% 1316

Other funds holding SGOL

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
FI
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $680M AUM 18.73% 1-Year Est. Return
Morgan Stanley
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Lindbrook Capital's SGOL Position: Q1 2020 in Review

Lindbrook Capital sold out of abrdn Physical Gold Shares ETF (SGOL) in Q1 2020, closing a stake of 110 shares — an estimated $2K sold.

Lindbrook Capital first reported a position in SGOL in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 150 funds tracked by Wall St. Rank hold SGOL as of Q1 2020.

  • Lindbrook Capital reported no remaining abrdn Physical Gold Shares ETF position as of Q1 2020 after selling out during the quarter.
  • Lindbrook Capital sold 110 abrdn Physical Gold Shares ETF shares in Q1 2020, an estimated $2K.
  • Lindbrook Capital first reported a position in abrdn Physical Gold Shares ETF in Q4 2019 and held it in 1 quarter.
  • Lindbrook Capital's abrdn Physical Gold Shares ETF position peaked at $2K in Q4 2019.
  • 150 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2020.

Based on Lindbrook Capital's 13F filing for Q1 2020, filed 22 Apr 2020.