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Patriot Financial Group Insurance Agency’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Patriot Financial Group Insurance Agency’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
Q1 		– Sell
-980
Closed -$18K – 2063
2020
Q4 		$18K Hold
980
– – ﹤0.01% 1021
2020
Q3 		$18K Hold
980
– – 0.01% 837
2020
Q2 		$17K Buy
+980
New +$16.2K 0.01% 804

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $781M AUM 27.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
UIA
UBP Investment Advisors Geneva, Switzerland $194M AUM 12.96% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SGOL Position: Q1 2021 in Review

Patriot Financial Group Insurance Agency sold out of abrdn Physical Gold Shares ETF (SGOL) in Q1 2021, closing a stake of 980 shares — an estimated $18K sold.

Patriot Financial Group Insurance Agency first reported a position in SGOL in Q2 2020 and held it in 3 quarters. The position peaked at $18K in Q4 2020. 220 funds tracked by Wall St. Rank hold SGOL as of Q1 2021.

  • Patriot Financial Group Insurance Agency reported no remaining abrdn Physical Gold Shares ETF position as of Q1 2021 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 980 abrdn Physical Gold Shares ETF shares in Q1 2021, an estimated $18K.
  • Patriot Financial Group Insurance Agency first reported a position in abrdn Physical Gold Shares ETF in Q2 2020 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's abrdn Physical Gold Shares ETF position peaked at $18K in Q4 2020.
  • 220 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2021, filed 29 Apr 2021.