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

Pure 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
2023
Q1 		– Sell
-12,484
Closed -$218K – 258
2022
Q4 		$218K Buy
+12,484
New +$207K 0.01% 227

Other funds holding SGOL

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MLIM
Mountain Lake Investment Management Boca Raton, Florida $155M AUM 38.76% 1-Year Est. Return

Pure Financial Advisors's SGOL Position: Q1 2023 in Review

Pure Financial Advisors sold out of abrdn Physical Gold Shares ETF (SGOL) in Q1 2023, closing a stake of 12,484 shares — an estimated $218K sold.

Pure Financial Advisors first reported a position in SGOL in Q4 2022 and held it in 1 quarter. The position peaked at $218K in Q4 2022. 241 funds tracked by Wall St. Rank hold SGOL as of Q1 2023.

  • Pure Financial Advisors reported no remaining abrdn Physical Gold Shares ETF position as of Q1 2023 after selling out during the quarter.
  • Pure Financial Advisors sold 12,484 abrdn Physical Gold Shares ETF shares in Q1 2023, an estimated $218K.
  • Pure Financial Advisors first reported a position in abrdn Physical Gold Shares ETF in Q4 2022 and held it in 1 quarter.
  • Pure Financial Advisors's abrdn Physical Gold Shares ETF position peaked at $218K in Q4 2022.
  • 241 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2023.

Based on Pure Financial Advisors's 13F filing for Q1 2023, filed 11 Apr 2023.