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Mills Wealth Advisors’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Mills Wealth 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
2023
Q1 		– Sell
-106,675
Closed -$1.86M – 53
2022
Q4 		$1.86M Buy
+106,675
New +$1.77M 1.68% 14

Other funds holding SGOL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MLIM
Mountain Lake Investment Management Boca Raton, Florida $161M AUM 33.98% 1-Year Est. Return

Mills Wealth Advisors's SGOL Position: Q1 2023 in Review

Mills Wealth Advisors sold out of abrdn Physical Gold Shares ETF (SGOL) in Q1 2023, closing a stake of 106,675 shares — an estimated $1.86M sold.

Mills Wealth Advisors first reported a position in SGOL in Q4 2022 and held it in 1 quarter. The position peaked at $1.86M in Q4 2022. 241 funds tracked by Wall St. Rank hold SGOL as of Q1 2023.

  • Mills Wealth Advisors reported no remaining abrdn Physical Gold Shares ETF position as of Q1 2023 after selling out during the quarter.
  • Mills Wealth Advisors sold 106,675 abrdn Physical Gold Shares ETF shares in Q1 2023, an estimated $1.86M.
  • Mills Wealth Advisors first reported a position in abrdn Physical Gold Shares ETF in Q4 2022 and held it in 1 quarter.
  • Mills Wealth Advisors's abrdn Physical Gold Shares ETF position peaked at $1.86M in Q4 2022.
  • 241 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2023.

Based on Mills Wealth Advisors's 13F filing for Q1 2023, filed 3 Jul 2024.