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

Ritholtz 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
2024
Q3 		– Sell
-13,123
Closed -$292K – 909
2024
Q2 		$292K Buy
+13,123
New +$293K 0.01% 658

Other funds holding SGOL

MGP
Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
PPH
Pure Portfolios Holdings Lake Oswego, Oregon $332M AUM 20.54% 1-Year Est. Return

Ritholtz Wealth Management's SGOL Position: Q3 2024 in Review

Ritholtz Wealth Management sold out of abrdn Physical Gold Shares ETF (SGOL) in Q3 2024, closing a stake of 13,123 shares — an estimated $292K sold.

Ritholtz Wealth Management first reported a position in SGOL in Q2 2024 and held it in 1 quarter. The position peaked at $292K in Q2 2024. 324 funds tracked by Wall St. Rank hold SGOL as of Q3 2024.

  • Ritholtz Wealth Management reported no remaining abrdn Physical Gold Shares ETF position as of Q3 2024 after selling out during the quarter.
  • Ritholtz Wealth Management sold 13,123 abrdn Physical Gold Shares ETF shares in Q3 2024, an estimated $292K.
  • Ritholtz Wealth Management first reported a position in abrdn Physical Gold Shares ETF in Q2 2024 and held it in 1 quarter.
  • Ritholtz Wealth Management's abrdn Physical Gold Shares ETF position peaked at $292K in Q2 2024.
  • 324 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q3 2024.

Based on Ritholtz Wealth Management's 13F filing for Q3 2024, filed 10 Oct 2024.