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Sargent Bickham Lagudis’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Sargent Bickham Lagudis’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
2017
Q2 		– Sell
-5,890
Closed -$71K – 805
2017
Q1 		$71K Buy
+5,890
New +$69.8K 0.01% 306
2016
Q2 		– Sell
-3,510
Closed -$42K – 765
2016
Q1 		$42K Buy
+3,510
New +$40.6K 0.01% 388

Other funds holding SGOL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WIM
Waverton Investment Management London, United Kingdom $7.77B AUM 25.07% 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
BA
BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return

Sargent Bickham Lagudis's SGOL Position: Q2 2017 in Review

Sargent Bickham Lagudis sold out of abrdn Physical Gold Shares ETF (SGOL) in Q2 2017, closing a stake of 5,890 shares — an estimated $71K sold.

Sargent Bickham Lagudis first reported a position in SGOL in Q1 2016 and held it in 2 quarters. The position peaked at $71K in Q1 2017. 91 funds tracked by Wall St. Rank hold SGOL as of Q2 2017.

  • Sargent Bickham Lagudis reported no remaining abrdn Physical Gold Shares ETF position as of Q2 2017 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 5,890 abrdn Physical Gold Shares ETF shares in Q2 2017, an estimated $71K.
  • Sargent Bickham Lagudis first reported a position in abrdn Physical Gold Shares ETF in Q1 2016 and held it in 2 quarters.
  • Sargent Bickham Lagudis's abrdn Physical Gold Shares ETF position peaked at $71K in Q1 2017.
  • 91 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2017.

Based on Sargent Bickham Lagudis's 13F filing for Q2 2017, filed 13 Sep 2021.