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

Retirement 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
2024
Q1 		$1.48M Buy
69,791
+400
+0.6% +$7.92K 0.53% 30
2023
Q4 		$1.37M Sell
69,391
-12,661
-15% -$239K 0.55% 29
2023
Q3 		$1.45M Buy
82,052
+630
+0.8% +$11.6K 0.6% 28
2023
Q2 		$1.5M Buy
81,422
+5,295
+7% +$100K 0.62% 27
2023
Q1 		$1.44M Buy
76,127
+1,778
+2% +$32.2K 0.66% 24
2022
Q4 		$1.3M Buy
74,349
+7,039
+10% +$117K 0.63% 27
2022
Q3 		$1.07M Buy
67,310
+178
+0.3% +$2.94K 0.86% 23
2022
Q2 		$1.16M Buy
67,132
+13,817
+26% +$248K 0.48% 34
2022
Q1 		$991K Buy
53,315
+3,500
+7% +$63.1K 0.38% 39
2021
Q4 		$875K Sell
49,815
-1,305
-3% -$22.5K 0.38% 48
2021
Q3 		$861K Hold
51,120
– – 0.4% 51
2021
Q2 		$869K Buy
51,120
+3,100
+6% +$54K 0.42% 45
2021
Q1 		$788K Sell
48,020
-11,880
-20% -$205K 0.36% 46
2020
Q4 		$1.09M Sell
59,900
-3,902
-6% -$70.4K 0.5% 38
2020
Q3 		$1.16M Sell
63,802
-1,118
-2% -$20.6K 0.65% 32
2020
Q2 		$1.11M Buy
+64,920
New +$1.07M 0.69% 34
2019
Q4 		$931K Buy
+63,700
New +$910K 0.61% 38

Other funds holding SGOL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MGP
Metis Global Partners San Diego, California $4.07B AUM 30.82% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GAA
Global Assets Advisory Orlando, Florida $349M AUM 24.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $478M AUM 16.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Retirement Group's SGOL Position: Q1 2024 in Review

Retirement Group increased its abrdn Physical Gold Shares ETF (SGOL) stake by 0.58% in Q1 2024, buying an estimated $7.92K and bringing the position to 69,791 shares worth $1.48M. The position accounts for 0.53% of the portfolio, ranked #30.

Retirement Group first reported a position in SGOL in Q4 2019 and has held it in 17 quarters since. The position peaked at $1.5M in Q2 2023. 287 funds tracked by Wall St. Rank hold SGOL as of Q1 2024.

  • Retirement Group held 69,791 shares of abrdn Physical Gold Shares ETF worth $1.48M as of Q1 2024.
  • Retirement Group bought 400 abrdn Physical Gold Shares ETF shares in Q1 2024, an estimated $7.92K.
  • abrdn Physical Gold Shares ETF made up 0.53% of Retirement Group's portfolio in Q1 2024, its #30 holding.
  • Retirement Group first reported a position in abrdn Physical Gold Shares ETF in Q4 2019 and has held it in 17 quarters since.
  • Retirement Group's abrdn Physical Gold Shares ETF position peaked at $1.5M in Q2 2023.
  • 287 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.