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

Sargent Investment 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
2021
Q4 		– Sell
-11,330
Closed -$191K – 197
2021
Q3 		$191K Buy
+11,330
New +$195K 0.05% 178
2020
Q4 		– Sell
-16,070
Closed -$292K – 196
2020
Q3 		$292K Hold
16,070
– – 0.11% 129
2020
Q2 		$274K Hold
16,070
– – 0.1% 119
2020
Q1 		$243K Buy
+16,070
New +$245K 0.11% 122

Other funds holding SGOL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return
UIA
UBP Investment Advisors Geneva, Switzerland $194M AUM 12.96% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WIM
Waverton Investment Management London, United Kingdom $7.77B AUM 25.07% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

Sargent Investment Group's SGOL Position: Q4 2021 in Review

Sargent Investment Group sold out of abrdn Physical Gold Shares ETF (SGOL) in Q4 2021, closing a stake of 11,330 shares — an estimated $191K sold.

Sargent Investment Group first reported a position in SGOL in Q1 2020 and held it in 4 quarters. The position peaked at $292K in Q3 2020. 238 funds tracked by Wall St. Rank hold SGOL as of Q4 2021.

  • Sargent Investment Group reported no remaining abrdn Physical Gold Shares ETF position as of Q4 2021 after selling out during the quarter.
  • Sargent Investment Group sold 11,330 abrdn Physical Gold Shares ETF shares in Q4 2021, an estimated $191K.
  • Sargent Investment Group first reported a position in abrdn Physical Gold Shares ETF in Q1 2020 and held it in 4 quarters.
  • Sargent Investment Group's abrdn Physical Gold Shares ETF position peaked at $292K in Q3 2020.
  • 238 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q4 2021.

Based on Sargent Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.