SimpliFi Inc
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SimpliFi Inc’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

SimpliFi Inc’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
Q2 		– Sell
-318,301
Closed -$5.22M – 28
2021
Q1 		$5.22M Sell
318,301
-261,926
-45% -$4.51M 2.44% 10
2020
Q4 		$10.6M Buy
580,227
+35,692
+7% +$644K 4.94% 9
2020
Q3 		$9.9M Sell
544,535
-38,555
-7% -$709K 4.92% 10
2020
Q2 		$10M Sell
583,090
-12,485
-2% -$206K 5.24% 10
2020
Q1 		$9.02M Buy
595,575
+25,313
+4% +$386K 5.64% 7
2019
Q4 		$8.34M Buy
570,262
+18,902
+3% +$270K 4.74% 8
2019
Q3 		$7.83M Buy
+551,360
New +$7.83M 4.64% 8

Other funds holding SGOL

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Colony Group
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Darwin Wealth Management
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
Hudock Inc
Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
UBP Investment Advisors
UBP Investment Advisors Geneva, Switzerland $194M AUM 12.96% 1-Year Est. Return

SimpliFi Inc's SGOL Position: Q2 2021 in Review

SimpliFi Inc sold out of abrdn Physical Gold Shares ETF (SGOL) in Q2 2021, closing a stake of 318,301 shares — an estimated $5.22M sold.

SimpliFi Inc first reported a position in SGOL in Q3 2019 and held it in 7 quarters. The position peaked at $10.6M in Q4 2020. 218 funds tracked by Wall St. Rank hold SGOL as of Q2 2021.

  • SimpliFi Inc reported no remaining abrdn Physical Gold Shares ETF position as of Q2 2021 after selling out during the quarter.
  • SimpliFi Inc sold 318,301 abrdn Physical Gold Shares ETF shares in Q2 2021, an estimated $5.22M.
  • SimpliFi Inc first reported a position in abrdn Physical Gold Shares ETF in Q3 2019 and held it in 7 quarters.
  • SimpliFi Inc's abrdn Physical Gold Shares ETF position peaked at $10.6M in Q4 2020.
  • 218 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2021.

Based on SimpliFi Inc's 13F filing for Q2 2021, filed 21 Jul 2021.