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Professional Financial Advisors’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Professional Financial 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
2022
Q4 		– Sell
-1,705
Closed -$27K – 380
2022
Q3 		$27K Hold
1,705
– – 0.02% 194
2022
Q2 		$30K Sell
1,705
-437
-20% -$7.85K 0.02% 187
2022
Q1 		$40K Hold
2,142
– – 0.02% 159
2021
Q4 		$38K Hold
2,142
– – 0.02% 191
2021
Q3 		$36K Hold
2,142
– – 0.02% 161
2021
Q2 		$36K Hold
2,142
– – 0.02% 168
2021
Q1 		$35K Sell
2,142
-955
-31% -$16.5K 0.02% 152
2020
Q4 		$57K Buy
3,097
+106
+4% +$1.91K 0.04% 118
2020
Q3 		$54K Buy
+2,991
New +$55K 0.05% 113

Other funds holding SGOL

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $564B AUM 30.12% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return