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ProVise Management Group’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

ProVise Management Group’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
-30,029
Closed -$478K – 333
2022
Q3 		$478K Buy
+30,029
New +$497K 0.05% 204

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 $777B 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 $666B 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 $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ProVise Management Group's SGOL Position: Q4 2022 in Review

ProVise Management Group sold out of abrdn Physical Gold Shares ETF (SGOL) in Q4 2022, closing a stake of 30,029 shares — an estimated $478K sold.

ProVise Management Group first reported a position in SGOL in Q3 2022 and held it in 1 quarter. The position peaked at $478K in Q3 2022. 241 funds tracked by Wall St. Rank hold SGOL as of Q4 2022.

  • ProVise Management Group reported no remaining abrdn Physical Gold Shares ETF position as of Q4 2022 after selling out during the quarter.
  • ProVise Management Group sold 30,029 abrdn Physical Gold Shares ETF shares in Q4 2022, an estimated $478K.
  • ProVise Management Group first reported a position in abrdn Physical Gold Shares ETF in Q3 2022 and held it in 1 quarter.
  • ProVise Management Group's abrdn Physical Gold Shares ETF position peaked at $478K in Q3 2022.
  • 241 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q4 2022.

Based on ProVise Management Group's 13F filing for Q4 2022, filed 10 Feb 2023.