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M&R Capital Management’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

M&R Capital 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
2024
Q3 		$10.1K Hold
400
– – ﹤0.01% 393
2024
Q2 		$8.89K Buy
+400
New +$8.94K ﹤0.01% 382

Other funds holding SGOL

MGP
Metis Global Partners San Diego, California $4.41B AUM 36.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
PPH
Pure Portfolios Holdings Lake Oswego, Oregon $332M AUM 20.54% 1-Year Est. Return

M&R Capital Management's SGOL Position: Q3 2024 in Review

M&R Capital Management held its abrdn Physical Gold Shares ETF (SGOL) position steady in Q3 2024 at 400 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #393.

M&R Capital Management first reported a position in SGOL in Q2 2024 and has held it in 2 quarters since. 324 funds tracked by Wall St. Rank hold SGOL as of Q3 2024.

  • M&R Capital Management held 400 shares of abrdn Physical Gold Shares ETF worth $10.1K as of Q3 2024.
  • M&R Capital Management left its abrdn Physical Gold Shares ETF share count unchanged in Q3 2024.
  • abrdn Physical Gold Shares ETF made up ﹤0.01% of M&R Capital Management's portfolio in Q3 2024, its #393 holding.
  • M&R Capital Management first reported a position in abrdn Physical Gold Shares ETF in Q2 2024 and has held it in 2 quarters since.
  • 324 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.