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Strategic Capital Advisers’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Strategic Capital Advisers’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
2022
Q2 		$326K Hold
18,840
– – 0.27% 47
2022
Q1 		$350K Hold
18,840
– – 0.27% 46
2021
Q4 		$331K Hold
18,840
– – 0.24% 47
2021
Q3 		$317K Hold
18,840
– – 0.25% 49
2021
Q2 		$320K Hold
18,840
– – 0.26% 47
2021
Q1 		$309K Hold
18,840
– – 0.27% 47
2020
Q4 		$344K Hold
18,840
– – 0.29% 44
2020
Q3 		$342K Hold
18,840
– – 0.32% 44
2020
Q2 		$323K Hold
18,840
– – 0.32% 43
2020
Q1 		$285K Hold
18,840
– – 0.35% 43
2019
Q4 		$275K Buy
+18,840
New +$269K 0.26% 56
2018
Q3 		– Sell
-18,840
Closed -$220K – 58
2018
Q2 		$220K Buy
+18,840
New +$238K 0.16% 55

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
GPC
Guardian Point Capital Charlottesville, Virginia $243M AUM 22.43% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UIA
UBP Investment Advisors Geneva, Switzerland $194M AUM 12.96% 1-Year Est. Return