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Pathway Financial Advisors’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Pathway Financial 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
2018
Q2 		– Sell
-7,930
Closed -$102K – 435
2018
Q1 		$102K Buy
7,930
+3,920
+98% +$50.4K 0.06% 160
2017
Q4 		$51K Buy
+4,010
New +$49.6K 0.03% 271

Other funds holding SGOL

PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACM
Alpha Capital Management Austin, Texas $690M AUM 22.82% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
WIM
Waverton Investment Management London, United Kingdom $7.77B AUM 25.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UIA
UBP Investment Advisors Geneva, Switzerland $194M AUM 12.96% 1-Year Est. Return

Pathway Financial Advisors's SGOL Position: Q2 2018 in Review

Pathway Financial Advisors sold out of abrdn Physical Gold Shares ETF (SGOL) in Q2 2018, closing a stake of 7,930 shares — an estimated $102K sold.

Pathway Financial Advisors first reported a position in SGOL in Q4 2017 and held it in 2 quarters. The position peaked at $102K in Q1 2018. 106 funds tracked by Wall St. Rank hold SGOL as of Q2 2018.

  • Pathway Financial Advisors reported no remaining abrdn Physical Gold Shares ETF position as of Q2 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 7,930 abrdn Physical Gold Shares ETF shares in Q2 2018, an estimated $102K.
  • Pathway Financial Advisors first reported a position in abrdn Physical Gold Shares ETF in Q4 2017 and held it in 2 quarters.
  • Pathway Financial Advisors's abrdn Physical Gold Shares ETF position peaked at $102K in Q1 2018.
  • 106 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2018.

Based on Pathway Financial Advisors's 13F filing for Q2 2018, filed 13 Aug 2018.