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Phoenix Wealth Advisors’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Phoenix Wealth 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
Q4 		– Sell
-132
Closed -$2K – 316
2021
Q3 		$2K Sell
132
-28
-18% -$481 ﹤0.01% 364
2021
Q2 		$3K Hold
160
– – ﹤0.01% 348
2021
Q1 		$3K Buy
160
+55
+52% +$948 ﹤0.01% 340
2020
Q4 		$2K Buy
+105
New +$1.89K ﹤0.01% 332

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 $321M AUM 17.94% 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

Phoenix Wealth Advisors's SGOL Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of abrdn Physical Gold Shares ETF (SGOL) in Q4 2021, closing a stake of 132 shares — an estimated $2K sold.

Phoenix Wealth Advisors first reported a position in SGOL in Q4 2020 and held it in 4 quarters. The position peaked at $3K in Q2 2021. 238 funds tracked by Wall St. Rank hold SGOL as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining abrdn Physical Gold Shares ETF position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 132 abrdn Physical Gold Shares ETF shares in Q4 2021, an estimated $2K.
  • Phoenix Wealth Advisors first reported a position in abrdn Physical Gold Shares ETF in Q4 2020 and held it in 4 quarters.
  • Phoenix Wealth Advisors's abrdn Physical Gold Shares ETF position peaked at $3K in Q2 2021.
  • 238 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.