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

Robertson Stephens 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
2023 Q3	–	Sell	-15,830	Closed	-$291K	–	470
2023 Q2	$291K	Hold	15,830	–	–	0.02%	362
2023 Q1	$299K	Hold	15,830	–	–	0.02%	369
2022 Q4	$277K	Hold	15,830	–	–	0.03%	346
2022 Q3	$252K	Hold	15,830	–	–	0.03%	311
2022 Q2	$274K	Hold	15,830	–	–	0.03%	305
2022 Q1	$294K	Hold	15,830	–	–	0.02%	315
2021 Q4	$277K	Hold	15,830	–	–	0.02%	329
2021 Q3	$266K	Hold	15,830	–	–	0.03%	267
2021 Q2	$268K	Hold	15,830	–	–	0.03%	279
2021 Q1	$259K	Hold	15,830	–	–	0.04%	252
2020 Q4	$289K	Hold	15,830	–	–	0.06%	198
2020 Q3	$287K	Hold	15,830	–	–	0.07%	178
2020 Q2	$271K	Buy	+15,830	New	+$261K	0.08%	152

Other funds holding SGOL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

MGP

Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Robertson Stephens Wealth Management's SGOL Position: Q3 2023 in Review

Robertson Stephens Wealth Management sold out of abrdn Physical Gold Shares ETF (SGOL) in Q3 2023, closing a stake of 15,830 shares — an estimated $291K sold.

Robertson Stephens Wealth Management first reported a position in SGOL in Q2 2020 and held it in 13 quarters. The position peaked at $299K in Q1 2023. 262 funds tracked by Wall St. Rank hold SGOL as of Q3 2023.

Robertson Stephens Wealth Management reported no remaining abrdn Physical Gold Shares ETF position as of Q3 2023 after selling out during the quarter.
Robertson Stephens Wealth Management sold 15,830 abrdn Physical Gold Shares ETF shares in Q3 2023, an estimated $291K.
Robertson Stephens Wealth Management first reported a position in abrdn Physical Gold Shares ETF in Q2 2020 and held it in 13 quarters.
Robertson Stephens Wealth Management's abrdn Physical Gold Shares ETF position peaked at $299K in Q1 2023.
262 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q3 2023.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.