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

Nelson 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
2018 Q4	–	Sell	-1,450	Closed	-$17K	–	314
2018 Q3	$17K	Hold	1,450	–	–	﹤0.01%	190
2018 Q2	$18K	Hold	1,450	–	–	﹤0.01%	179
2018 Q1	$19K	Hold	1,450	–	–	﹤0.01%	182
2017 Q4	$18K	Hold	1,450	–	–	0.01%	209
2017 Q3	$18K	Hold	1,450	–	–	0.01%	192
2017 Q2	$17K	Hold	1,450	–	–	0.01%	196
2017 Q1	$18K	Hold	1,450	–	–	0.01%	199
2016 Q4	$16K	Hold	1,450	–	–	0.01%	197
2016 Q3	$19K	Hold	1,450	–	–	0.01%	184
2016 Q2	$19K	Hold	1,450	–	–	0.01%	182
2016 Q1	$17K	Hold	1,450	–	–	0.01%	177
2015 Q4	$15K	Hold	1,450	–	–	0.01%	178
2015 Q3	$16K	Hold	1,450	–	–	0.01%	177
2015 Q2	$17K	Hold	1,450	–	–	0.01%	190
2015 Q1	$17K	Sell	1,450 -200	-12%	-$2.39K	0.01%	185
2014 Q4	$19K	Hold	1,650	–	–	0.01%	189
2014 Q3	$20K	Hold	1,650	–	–	0.01%	194
2014 Q2	$22K	Buy	+1,650	New	+$20.9K	0.01%	188

Other funds holding SGOL

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

ACM

Alpha Capital Management Austin, Texas $690M AUM 22.82% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

UIA

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

ACG

Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return

WIM

Waverton Investment Management London, United Kingdom $7.77B AUM 25.07% 1-Year Est. Return

Nelson Capital Management's SGOL Position: Q4 2018 in Review

Nelson Capital Management sold out of abrdn Physical Gold Shares ETF (SGOL) in Q4 2018, closing a stake of 1,450 shares — an estimated $17K sold.

Nelson Capital Management first reported a position in SGOL in Q2 2014 and held it in 18 quarters. The position peaked at $22K in Q2 2014. 95 funds tracked by Wall St. Rank hold SGOL as of Q4 2018.

Nelson Capital Management reported no remaining abrdn Physical Gold Shares ETF position as of Q4 2018 after selling out during the quarter.
Nelson Capital Management sold 1,450 abrdn Physical Gold Shares ETF shares in Q4 2018, an estimated $17K.
Nelson Capital Management first reported a position in abrdn Physical Gold Shares ETF in Q2 2014 and held it in 18 quarters.
Nelson Capital Management's abrdn Physical Gold Shares ETF position peaked at $22K in Q2 2014.
95 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q4 2018.

Based on Nelson Capital Management's 13F filing for Q4 2018, filed 30 Jan 2019.