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Newbridge Financial Services Group’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Newbridge Financial Services Group’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
Q2 		– Sell
-1,022
Closed -$17K – 1505
2021
Q1 		$17K Buy
+1,022
New +$17.6K 0.01% 738
2020
Q4 		– Sell
-59
Closed -$1K – 1154
2020
Q3 		$1K Buy
+59
New +$1.09K ﹤0.01% 1001

Other funds holding SGOL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $680M AUM 18.73% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UIA
UBP Investment Advisors Geneva, Switzerland $194M AUM 12.96% 1-Year Est. Return

Newbridge Financial Services Group's SGOL Position: Q2 2021 in Review

Newbridge Financial Services Group sold out of abrdn Physical Gold Shares ETF (SGOL) in Q2 2021, closing a stake of 1,022 shares — an estimated $17K sold.

Newbridge Financial Services Group first reported a position in SGOL in Q3 2020 and held it in 2 quarters. The position peaked at $17K in Q1 2021. 218 funds tracked by Wall St. Rank hold SGOL as of Q2 2021.

  • Newbridge Financial Services Group reported no remaining abrdn Physical Gold Shares ETF position as of Q2 2021 after selling out during the quarter.
  • Newbridge Financial Services Group sold 1,022 abrdn Physical Gold Shares ETF shares in Q2 2021, an estimated $17K.
  • Newbridge Financial Services Group first reported a position in abrdn Physical Gold Shares ETF in Q3 2020 and held it in 2 quarters.
  • Newbridge Financial Services Group's abrdn Physical Gold Shares ETF position peaked at $17K in Q1 2021.
  • 218 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2021.

Based on Newbridge Financial Services Group's 13F filing for Q2 2021, filed 7 Sep 2021.