Stewardship Financial Advisors’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Stewardship Financial Advisors’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 Q1	$998K	Buy	+60,845	New	+$1.05M	0.35%	33

Other funds holding SGOL

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

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

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

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

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

AIP

Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

Hudock Inc Williamsport, Pennsylvania $680M AUM 18.73% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

UIA

UBP Investment Advisors Geneva, Switzerland $194M AUM 12.96% 1-Year Est. Return

Stewardship Financial Advisors's SGOL Position: Q1 2021 in Review

Stewardship Financial Advisors opened a new position in abrdn Physical Gold Shares ETF (SGOL) in Q1 2021: 60,845 shares worth $998K. The stake represents 0.35% of the portfolio and ranks #33 among its holdings.

220 funds tracked by Wall St. Rank hold SGOL as of Q1 2021.

Stewardship Financial Advisors held 60,845 shares of abrdn Physical Gold Shares ETF worth $998K as of Q1 2021.
abrdn Physical Gold Shares ETF was a new Stewardship Financial Advisors position in Q1 2021.
abrdn Physical Gold Shares ETF made up 0.35% of Stewardship Financial Advisors's portfolio in Q1 2021, its #33 holding.
220 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2021.

Based on Stewardship Financial Advisors's 13F filing for Q1 2021, filed 16 Apr 2021.