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Pinnacle Advisory Group’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Pinnacle Advisory 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
2019
Q4 		– Sell
-50,130
Closed -$712K – 167
2019
Q3 		$712K Sell
50,130
-1,489,290
-97% -$21.2M 0.05% 97
2019
Q2 		$20.9M Sell
1,539,420
-35,030
-2% -$442K 1.45% 23
2019
Q1 		$19.6M Sell
1,574,450
-1,019,250
-39% -$12.8M 1.37% 20
2018
Q4 		$32.1M Sell
2,593,700
-552,960
-18% -$6.55M 2.4% 13
2018
Q3 		$36.2M Buy
3,146,660
+90,270
+3% +$1.06M 2.49% 13
2018
Q2 		$37M Sell
3,056,390
-803,600
-21% -$10.2M 2.23% 16
2018
Q1 		$49.5M Buy
3,859,990
+3,820,650
+9,712% +$49.2M 2.95% 12
2017
Q4 		$496K Sell
39,340
-26,010
-40% -$322K 0.03% 132
2017
Q3 		$810K Sell
65,350
-1,737,140
-96% -$21.5M 0.05% 89
2017
Q2 		$21.7M Sell
1,802,490
-270,400
-13% -$3.3M 1.38% 25
2017
Q1 		$25.1M Sell
2,072,890
-280,550
-12% -$3.33M 1.64% 21
2016
Q4 		$26.3M Sell
2,353,440
-61,130
-3% -$724K 1.78% 17
2016
Q3 		$29.5M Buy
2,414,570
+16,710
+0.7% +$217K 2.47% 13
2016
Q2 		$30.9M Buy
+2,397,860
New +$29.4M 2.38% 15

Other funds holding SGOL

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WIM
Waverton Investment Management London, United Kingdom $7.77B AUM 25.07% 1-Year Est. Return

Pinnacle Advisory Group's SGOL Position: Q4 2019 in Review

Pinnacle Advisory Group sold out of abrdn Physical Gold Shares ETF (SGOL) in Q4 2019, closing a stake of 50,130 shares — an estimated $712K sold.

Pinnacle Advisory Group first reported a position in SGOL in Q2 2016 and held it in 14 quarters. The position peaked at $49.5M in Q1 2018. 140 funds tracked by Wall St. Rank hold SGOL as of Q4 2019.

  • Pinnacle Advisory Group reported no remaining abrdn Physical Gold Shares ETF position as of Q4 2019 after selling out during the quarter.
  • Pinnacle Advisory Group sold 50,130 abrdn Physical Gold Shares ETF shares in Q4 2019, an estimated $712K.
  • Pinnacle Advisory Group first reported a position in abrdn Physical Gold Shares ETF in Q2 2016 and held it in 14 quarters.
  • Pinnacle Advisory Group's abrdn Physical Gold Shares ETF position peaked at $49.5M in Q1 2018.
  • 140 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q4 2019.

Based on Pinnacle Advisory Group's 13F filing for Q4 2019, filed 5 Feb 2020.