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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MLIM

Mountain Lake Investment Management Boca Raton, Florida $161M AUM 33.98% 1-Year Est. Return

Professional Financial Advisors's SGOL Position: Q4 2022 in Review

Professional Financial Advisors sold out of abrdn Physical Gold Shares ETF (SGOL) in Q4 2022, closing a stake of 1,705 shares — an estimated $27K sold.

Professional Financial Advisors first reported a position in SGOL in Q3 2020 and held it in 9 quarters. The position peaked at $57K in Q4 2020. 241 funds tracked by Wall St. Rank hold SGOL as of Q4 2022.

Professional Financial Advisors reported no remaining abrdn Physical Gold Shares ETF position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 1,705 abrdn Physical Gold Shares ETF shares in Q4 2022, an estimated $27K.
Professional Financial Advisors first reported a position in abrdn Physical Gold Shares ETF in Q3 2020 and held it in 9 quarters.
Professional Financial Advisors's abrdn Physical Gold Shares ETF position peaked at $57K in Q4 2020.
241 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.