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

Peterson 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
2024 Q3	$7.56K	Buy	+301	New	+$7.12K	0.03%	244

Other funds holding SGOL

MGP

Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

PPH

Pure Portfolios Holdings Lake Oswego, Oregon $332M AUM 20.54% 1-Year Est. Return

Peterson Financial Group's SGOL Position: Q3 2024 in Review

Peterson Financial Group opened a new position in abrdn Physical Gold Shares ETF (SGOL) in Q3 2024: 301 shares worth $7.56K. The stake represents 0.03% of the portfolio and ranks #244 among its holdings.

324 funds tracked by Wall St. Rank hold SGOL as of Q3 2024.

Peterson Financial Group held 301 shares of abrdn Physical Gold Shares ETF worth $7.56K as of Q3 2024.
abrdn Physical Gold Shares ETF was a new Peterson Financial Group position in Q3 2024.
abrdn Physical Gold Shares ETF made up 0.03% of Peterson Financial Group's portfolio in Q3 2024, its #244 holding.
324 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.