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

Portfolio Strategies’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
2018
Q4 		– Sell
-2,500
Closed -$29K – 168
2018
Q3 		$29K Hold
2,500
– – 0.02% 90
2018
Q2 		$30K Hold
2,500
– – 0.02% 90
2018
Q1 		$32K Hold
2,500
– – 0.02% 92
2017
Q4 		$32K Buy
+2,500
New +$30.9K 0.02% 97

Other funds holding SGOL

PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
ACM
Alpha Capital Management Austin, Texas $770M AUM 23.14% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
UIA
UBP Investment Advisors Geneva, Switzerland $194M AUM 12.96% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return
WIM
Waverton Investment Management London, United Kingdom $7.77B AUM 25.07% 1-Year Est. Return

Portfolio Strategies's SGOL Position: Q4 2018 in Review

Portfolio Strategies sold out of abrdn Physical Gold Shares ETF (SGOL) in Q4 2018, closing a stake of 2,500 shares — an estimated $29K sold.

Portfolio Strategies first reported a position in SGOL in Q4 2017 and held it in 4 quarters. The position peaked at $32K in Q1 2018. 95 funds tracked by Wall St. Rank hold SGOL as of Q4 2018.

  • Portfolio Strategies reported no remaining abrdn Physical Gold Shares ETF position as of Q4 2018 after selling out during the quarter.
  • Portfolio Strategies sold 2,500 abrdn Physical Gold Shares ETF shares in Q4 2018, an estimated $29K.
  • Portfolio Strategies first reported a position in abrdn Physical Gold Shares ETF in Q4 2017 and held it in 4 quarters.
  • Portfolio Strategies's abrdn Physical Gold Shares ETF position peaked at $32K in Q1 2018.
  • 95 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q4 2018.

Based on Portfolio Strategies's 13F filing for Q4 2018, filed 4 Feb 2019.