Macroview Investment Management’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Macroview Investment 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 Q4	–	Sell	-2,250	Closed	-$56.5K	–	459
2024 Q3	$56.5K	Hold	2,250	–	–	0.06%	128
2024 Q2	$50K	Hold	2,250	–	–	0.05%	129
2024 Q1	$47.8K	Hold	2,250	–	–	0.05%	139
2023 Q4	$44.4K	Hold	2,250	–	–	0.05%	137
2023 Q3	$39.8K	Hold	2,250	–	–	0.05%	122
2023 Q2	$41.3K	Hold	2,250	–	–	0.06%	94
2023 Q1	$42.5K	Hold	2,250	–	–	0.07%	93
2022 Q4	$39.3K	Hold	2,250	–	–	0.07%	94
2022 Q3	$36K	Hold	2,250	–	–	0.07%	91
2022 Q2	$39K	Hold	2,250	–	–	0.06%	101
2022 Q1	$42K	Hold	2,250	–	–	0.06%	105
2021 Q4	$40K	Hold	2,250	–	–	0.05%	104
2021 Q3	$38K	Hold	2,250	–	–	0.05%	105
2021 Q2	$38K	Hold	2,250	–	–	0.05%	107
2021 Q1	$37K	Hold	2,250	–	–	0.05%	100
2020 Q4	$41K	Hold	2,250	–	–	0.06%	92
2020 Q3	$41K	Hold	2,250	–	–	0.07%	84
2020 Q2	$39K	Hold	2,250	–	–	0.08%	81
2020 Q1	$34K	Hold	2,250	–	–	0.07%	81
2019 Q4	$33K	Hold	2,250	–	–	0.07%	83
2019 Q3	$32K	Hold	2,250	–	–	0.07%	81
2019 Q2	$31K	Hold	2,250	–	–	0.08%	85
2019 Q1	$28K	Hold	2,250	–	–	0.07%	95
2018 Q4	$28K	Buy	+2,250	New	+$26.7K	0.09%	102
2018 Q3	–	Sell	-10,500	Closed	-$127K	–	350
2018 Q2	$127K	Hold	10,500	–	–	0.44%	32
2018 Q1	$135K	Hold	10,500	–	–	0.48%	25
2017 Q4	$132K	Buy	10,500 +8,250	+367%	+$102K	0.63%	17
2017 Q3	$28K	Hold	2,250	–	–	0.14%	55
2017 Q2	$27K	Hold	2,250	–	–	0.15%	57
2017 Q1	$27K	Hold	2,250	–	–	0.16%	42
2016 Q4	$25K	Sell	2,250 -21,350	-90%	-$253K	0.14%	45
2016 Q3	$303K	Hold	23,600	–	–	1.35%	19
2016 Q2	$304K	Hold	23,600	–	–	1.35%	19
2016 Q1	$283K	Buy	23,600 +1,700	+8%	+$19.7K	1.22%	18
2015 Q4	$227K	Sell	21,900 -2,350	-10%	-$25.3K	0.73%	24
2015 Q3	$264K	Sell	24,250 -4,000	-14%	-$44K	0.48%	24
2015 Q2	$324K	Sell	28,250 -8,000	-22%	-$93.4K	0.37%	26
2015 Q1	$420K	Buy	36,250 +1,000	+3%	+$11.9K	0.39%	32
2014 Q4	$408K	Buy	35,250 +21,000	+147%	+$247K	0.43%	35
2014 Q3	$169K	Hold	14,250	–	–	0.23%	32
2014 Q2	$186K	Hold	14,250	–	–	0.25%	32
2014 Q1	$180K	Hold	14,250	–	–	0.27%	32
2013 Q4	$169K	Hold	14,250	–	–	0.3%	30
2013 Q3	$186K	Sell	14,250 -10,250	-42%	-$134K	0.32%	26
2013 Q2	$298K	Buy	+24,500	New	+$342K	0.31%	17

Other funds holding SGOL

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

MGP

Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Pureheart Capital Singapore $459M AUM 23.59% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Macroview Investment Management's SGOL Position: Q4 2024 in Review

Macroview Investment Management sold out of abrdn Physical Gold Shares ETF (SGOL) in Q4 2024, closing a stake of 2,250 shares — an estimated $56.5K sold.

Macroview Investment Management first reported a position in SGOL in Q2 2013 and held it in 45 quarters. The position peaked at $420K in Q1 2015. 355 funds tracked by Wall St. Rank hold SGOL as of Q4 2024.

Macroview Investment Management reported no remaining abrdn Physical Gold Shares ETF position as of Q4 2024 after selling out during the quarter.
Macroview Investment Management sold 2,250 abrdn Physical Gold Shares ETF shares in Q4 2024, an estimated $56.5K.
Macroview Investment Management first reported a position in abrdn Physical Gold Shares ETF in Q2 2013 and held it in 45 quarters.
Macroview Investment Management's abrdn Physical Gold Shares ETF position peaked at $420K in Q1 2015.
355 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.