Mariner Independent Advisor Network’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Mariner Independent Advisor Network’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
2021 Q3	–	Sell	-12,008	Closed	-$204K	–	519
2021 Q2	$204K	Sell	12,008 -478	-4%	-$8.33K	0.01%	474
2021 Q1	$205K	Buy	12,486 +512	+4%	+$8.82K	0.01%	427
2020 Q4	$219K	Sell	11,974 -552	-4%	-$9.96K	0.01%	401
2020 Q3	$227K	Sell	12,526 -3,413	-21%	-$62.8K	0.02%	302
2020 Q2	$272K	Buy	+15,939	New	+$263K	0.03%	301
2015 Q1	–	Sell	-17,880	Closed	-$207K	–	152
2014 Q4	$207K	Sell	17,880 -20,360	-53%	-$240K	0.1%	156
2014 Q3	$453K	Buy	+38,240	New	+$481K	0.24%	66

Other funds holding SGOL

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

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

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

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

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

DWM

Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return

UIA

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

AIP

Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Hudock Inc Williamsport, Pennsylvania $680M AUM 18.73% 1-Year Est. Return

Mariner Independent Advisor Network's SGOL Position: Q3 2021 in Review

Mariner Independent Advisor Network sold out of abrdn Physical Gold Shares ETF (SGOL) in Q3 2021, closing a stake of 12,008 shares — an estimated $204K sold.

Mariner Independent Advisor Network first reported a position in SGOL in Q3 2014 and held it in 7 quarters. The position peaked at $453K in Q3 2014. 208 funds tracked by Wall St. Rank hold SGOL as of Q3 2021.

Mariner Independent Advisor Network reported no remaining abrdn Physical Gold Shares ETF position as of Q3 2021 after selling out during the quarter.
Mariner Independent Advisor Network sold 12,008 abrdn Physical Gold Shares ETF shares in Q3 2021, an estimated $204K.
Mariner Independent Advisor Network first reported a position in abrdn Physical Gold Shares ETF in Q3 2014 and held it in 7 quarters.
Mariner Independent Advisor Network's abrdn Physical Gold Shares ETF position peaked at $453K in Q3 2014.
208 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q3 2021.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2021, filed 17 Nov 2021.