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Pinnacle Wealth Management’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Pinnacle Wealth Management’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
2022
Q1 		– Sell
-133,689
Closed -$2.35M – 56
2021
Q4 		$2.35M Buy
+133,689
New +$2.3M 2.01% 18

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GPC
Guardian Point Capital Charlottesville, Virginia $243M AUM 22.43% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
UIA
UBP Investment Advisors Geneva, Switzerland $194M AUM 12.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Pinnacle Wealth Management's SGOL Position: Q1 2022 in Review

Pinnacle Wealth Management sold out of abrdn Physical Gold Shares ETF (SGOL) in Q1 2022, closing a stake of 133,689 shares — an estimated $2.35M sold.

Pinnacle Wealth Management first reported a position in SGOL in Q4 2021 and held it in 1 quarter. The position peaked at $2.35M in Q4 2021. 237 funds tracked by Wall St. Rank hold SGOL as of Q1 2022.

  • Pinnacle Wealth Management reported no remaining abrdn Physical Gold Shares ETF position as of Q1 2022 after selling out during the quarter.
  • Pinnacle Wealth Management sold 133,689 abrdn Physical Gold Shares ETF shares in Q1 2022, an estimated $2.35M.
  • Pinnacle Wealth Management first reported a position in abrdn Physical Gold Shares ETF in Q4 2021 and held it in 1 quarter.
  • Pinnacle Wealth Management's abrdn Physical Gold Shares ETF position peaked at $2.35M in Q4 2021.
  • 237 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2022.

Based on Pinnacle Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.