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Portfolio Strategies (Washington)’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Portfolio Strategies (Washington)’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
2017
Q4 		$5K Hold
400
– – 0.01% 61
2017
Q3 		$5K Hold
400
– – 0.01% 49
2017
Q2 		$5K Hold
400
– – 0.01% 58
2017
Q1 		$5K Hold
400
– – 0.01% 58
2016
Q4 		$4K Buy
+400
New +$4.74K ﹤0.01% 75

Other funds holding SGOL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACM
Alpha Capital Management Austin, Texas $770M AUM 23.14% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WIM
Waverton Investment Management London, United Kingdom $7.77B AUM 25.07% 1-Year Est. Return

Portfolio Strategies (Washington)'s SGOL Position: Q4 2017 in Review

Portfolio Strategies (Washington) held its abrdn Physical Gold Shares ETF (SGOL) position steady in Q4 2017 at 400 shares worth $5K. The position accounts for 0.01% of the portfolio, ranked #61.

Portfolio Strategies (Washington) first reported a position in SGOL in Q4 2016 and has held it in 5 quarters since. 100 funds tracked by Wall St. Rank hold SGOL as of Q4 2017.

  • Portfolio Strategies (Washington) held 400 shares of abrdn Physical Gold Shares ETF worth $5K as of Q4 2017.
  • Portfolio Strategies (Washington) left its abrdn Physical Gold Shares ETF share count unchanged in Q4 2017.
  • abrdn Physical Gold Shares ETF made up 0.01% of Portfolio Strategies (Washington)'s portfolio in Q4 2017, its #61 holding.
  • Portfolio Strategies (Washington) first reported a position in abrdn Physical Gold Shares ETF in Q4 2016 and has held it in 5 quarters since.
  • 100 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q4 2017.

Based on Portfolio Strategies (Washington)'s 13F filing for Q4 2017, filed 13 Feb 2018.