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Red Door Wealth Management’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Red Door Wealth Management’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
2020
Q3 		– Sell
-100
Closed -$1K – 353
2020
Q2 		$1K Hold
100
– – ﹤0.01% 439
2020
Q1 		$1K Buy
+100
New +$1.52K ﹤0.01% 415

Other funds holding SGOL

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

Red Door Wealth Management's SGOL Position: Q3 2020 in Review

Red Door Wealth Management sold out of abrdn Physical Gold Shares ETF (SGOL) in Q3 2020, closing a stake of 100 shares — an estimated $1K sold.

Red Door Wealth Management first reported a position in SGOL in Q1 2020 and held it in 2 quarters. The position peaked at $1K in Q2 2020. 207 funds tracked by Wall St. Rank hold SGOL as of Q3 2020.

  • Red Door Wealth Management reported no remaining abrdn Physical Gold Shares ETF position as of Q3 2020 after selling out during the quarter.
  • Red Door Wealth Management sold 100 abrdn Physical Gold Shares ETF shares in Q3 2020, an estimated $1K.
  • Red Door Wealth Management first reported a position in abrdn Physical Gold Shares ETF in Q1 2020 and held it in 2 quarters.
  • Red Door Wealth Management's abrdn Physical Gold Shares ETF position peaked at $1K in Q2 2020.
  • 207 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q3 2020.

Based on Red Door Wealth Management's 13F filing for Q3 2020, filed 14 Oct 2020.