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

Next Financial 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
Q4 		$53K Buy
3,060
+129
+4% +$2.22K ﹤0.01% 1450
2021
Q3 		$49K Buy
2,931
+10
+0.3% +$172 ﹤0.01% 1417
2021
Q2 		$49K Buy
2,921
+121
+4% +$2.11K ﹤0.01% 1390
2021
Q1 		$46K Sell
2,800
-15,199
-84% -$262K ﹤0.01% 1314
2020
Q4 		$329K Sell
17,999
-6,769
-27% -$122K 0.03% 531
2020
Q3 		$449K Buy
24,768
+10,596
+75% +$195K 0.05% 353
2020
Q2 		$243K Sell
14,172
-8,448
-37% -$139K 0.03% 473
2020
Q1 		$343K Buy
22,620
+1,692
+8% +$25.8K 0.04% 363
2019
Q4 		$306K Sell
20,928
-3,682
-15% -$52.6K 0.03% 524
2019
Q3 		$349K Buy
24,610
+520
+2% +$7.39K 0.04% 451
2019
Q2 		$327K Buy
24,090
+9,940
+70% +$125K 0.04% 490
2019
Q1 		$177K Buy
14,150
+12,390
+704% +$156K 0.04% 391
2018
Q4 		$22K Buy
1,760
+1,060
+151% +$12.6K ﹤0.01% 1061
2018
Q3 		$8K Buy
+700
New +$8.19K ﹤0.01% 1059
2017
Q4 		– Sell
-700
Closed -$9K – 1208
2017
Q3 		$9K Hold
700
– – ﹤0.01% 1259
2017
Q2 		$8K Hold
700
– – ﹤0.01% 1411
2017
Q1 		$9K Hold
700
– – ﹤0.01% 1327
2016
Q4 		$8K Hold
700
– – ﹤0.01% 1762
2016
Q3 		$9K Hold
700
– – ﹤0.01% 1710
2016
Q2 		$9K Hold
700
– – ﹤0.01% 1238
2016
Q1 		$8K Hold
700
– – ﹤0.01% 1247
2015
Q4 		$7K Sell
700
-3,100
-82% -$33.4K ﹤0.01% 1303
2015
Q3 		$41K Hold
3,800
– – 0.01% 695
2015
Q2 		$43K Buy
3,800
+700
+23% +$8.17K 0.01% 724
2015
Q1 		$35K Hold
3,100
– – 0.01% 787
2014
Q4 		$36K Buy
+3,100
New +$36.5K 0.01% 771

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
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
UIA
UBP Investment Advisors Geneva, Switzerland $194M AUM 12.96% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WIM
Waverton Investment Management London, United Kingdom $7.77B AUM 25.07% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

Next Financial Group's SGOL Position: Q4 2021 in Review

Next Financial Group increased its abrdn Physical Gold Shares ETF (SGOL) stake by 4.4% in Q4 2021, buying an estimated $2.22K and bringing the position to 3,060 shares worth $53K. The position accounts for ﹤0.01% of the portfolio, ranked #1450.

Next Financial Group first reported a position in SGOL in Q4 2014 and has held it in 26 quarters since. The position peaked at $449K in Q3 2020. 238 funds tracked by Wall St. Rank hold SGOL as of Q4 2021.

  • Next Financial Group held 3,060 shares of abrdn Physical Gold Shares ETF worth $53K as of Q4 2021.
  • Next Financial Group bought 129 abrdn Physical Gold Shares ETF shares in Q4 2021, an estimated $2.22K.
  • abrdn Physical Gold Shares ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1450 holding.
  • Next Financial Group first reported a position in abrdn Physical Gold Shares ETF in Q4 2014 and has held it in 26 quarters since.
  • Next Financial Group's abrdn Physical Gold Shares ETF position peaked at $449K in Q3 2020.
  • 238 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.