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

Sanctuary 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 Q4	$83.5K	Hold	3,335	–	–	0.06%	71
2024 Q3	$83.8K	Hold	3,335	–	–	0.06%	72
2024 Q2	$74.1K	Hold	3,335	–	–	0.06%	71
2024 Q1	$70.8K	Hold	3,335	–	–	0.06%	75
2023 Q4	$65.8K	Hold	3,335	–	–	0.06%	74
2023 Q3	$59K	Hold	3,335	–	–	0.06%	69
2023 Q2	$61.3K	Buy	+3,335	New	+$63.1K	0.06%	67
2022 Q4	$58.3K	Buy	+3,335	New	+$55.3K	0.07%	67

Other funds holding SGOL

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

MGP

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

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

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Pureheart Capital Singapore $459M AUM 23.59% 1-Year Est. Return

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

Sanctuary Wealth Management's SGOL Position: Q4 2024 in Review

Sanctuary Wealth Management held its abrdn Physical Gold Shares ETF (SGOL) position steady in Q4 2024 at 3,335 shares worth $83.5K. The position accounts for 0.06% of the portfolio, ranked #71.

Sanctuary Wealth Management first reported a position in SGOL in Q4 2022 and has held it in 8 quarters since. The position peaked at $83.8K in Q3 2024. 355 funds tracked by Wall St. Rank hold SGOL as of Q4 2024.

Sanctuary Wealth Management held 3,335 shares of abrdn Physical Gold Shares ETF worth $83.5K as of Q4 2024.
Sanctuary Wealth Management left its abrdn Physical Gold Shares ETF share count unchanged in Q4 2024.
abrdn Physical Gold Shares ETF made up 0.06% of Sanctuary Wealth Management's portfolio in Q4 2024, its #71 holding.
Sanctuary Wealth Management first reported a position in abrdn Physical Gold Shares ETF in Q4 2022 and has held it in 8 quarters since.
Sanctuary Wealth Management's abrdn Physical Gold Shares ETF position peaked at $83.8K in Q3 2024.
355 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.