SIM
SGOL icon

Sonora Investment Management’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Sonora Investment 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
2020
Q4 		– Sell
-782
Closed -$14K – 1766
2020
Q3 		$14K Buy
+782
New +$14.4K ﹤0.01% 1051

Other funds holding SGOL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

Sonora Investment Management's SGOL Position: Q4 2020 in Review

Sonora Investment Management sold out of abrdn Physical Gold Shares ETF (SGOL) in Q4 2020, closing a stake of 782 shares — an estimated $14K sold.

Sonora Investment Management first reported a position in SGOL in Q3 2020 and held it in 1 quarter. The position peaked at $14K in Q3 2020. 225 funds tracked by Wall St. Rank hold SGOL as of Q4 2020.

  • Sonora Investment Management reported no remaining abrdn Physical Gold Shares ETF position as of Q4 2020 after selling out during the quarter.
  • Sonora Investment Management sold 782 abrdn Physical Gold Shares ETF shares in Q4 2020, an estimated $14K.
  • Sonora Investment Management first reported a position in abrdn Physical Gold Shares ETF in Q3 2020 and held it in 1 quarter.
  • Sonora Investment Management's abrdn Physical Gold Shares ETF position peaked at $14K in Q3 2020.
  • 225 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q4 2020.

Based on Sonora Investment Management's 13F filing for Q4 2020, filed 13 Jan 2021.