NIA
SGOL icon

Northstar Investment Advisors’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Northstar Investment 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
2021
Q2 		$1.81M Buy
104,066
+1,781
+2% +$31K 0.24% 88
2021
Q1 		$1.68M Sell
102,285
-74,324
-42% -$1.28M 0.24% 87
2020
Q4 		$3.23M Buy
+176,609
New +$3.19M 0.5% 62

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 $321M AUM 17.94% 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

Northstar Investment Advisors's SGOL Position: Q2 2021 in Review

Northstar Investment Advisors increased its abrdn Physical Gold Shares ETF (SGOL) stake by 1.7% in Q2 2021, buying an estimated $31K and bringing the position to 104,066 shares worth $1.81M. The position accounts for 0.24% of the portfolio, ranked #88.

Northstar Investment Advisors first reported a position in SGOL in Q4 2020 and has held it in 3 quarters since. The position peaked at $3.23M in Q4 2020. 218 funds tracked by Wall St. Rank hold SGOL as of Q2 2021.

  • Northstar Investment Advisors held 104,066 shares of abrdn Physical Gold Shares ETF worth $1.81M as of Q2 2021.
  • Northstar Investment Advisors bought 1,781 abrdn Physical Gold Shares ETF shares in Q2 2021, an estimated $31K.
  • abrdn Physical Gold Shares ETF made up 0.24% of Northstar Investment Advisors's portfolio in Q2 2021, its #88 holding.
  • Northstar Investment Advisors first reported a position in abrdn Physical Gold Shares ETF in Q4 2020 and has held it in 3 quarters since.
  • Northstar Investment Advisors's abrdn Physical Gold Shares ETF position peaked at $3.23M in Q4 2020.
  • 218 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2021.

Based on Northstar Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.