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Strategic Investment Advisors’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Strategic Investment 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
2020
Q4 		– Sell
-110,321
Closed -$2M – 207
2020
Q3 		$2M Buy
110,321
+2,979
+3% +$54.8K 0.68% 42
2020
Q2 		$1.84M Buy
+107,342
New +$1.77M 0.69% 42

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

Strategic Investment Advisors's SGOL Position: Q4 2020 in Review

Strategic Investment Advisors sold out of abrdn Physical Gold Shares ETF (SGOL) in Q4 2020, closing a stake of 110,321 shares — an estimated $2M sold.

Strategic Investment Advisors first reported a position in SGOL in Q2 2020 and held it in 2 quarters. The position peaked at $2M in Q3 2020. 225 funds tracked by Wall St. Rank hold SGOL as of Q4 2020.

  • Strategic Investment Advisors reported no remaining abrdn Physical Gold Shares ETF position as of Q4 2020 after selling out during the quarter.
  • Strategic Investment Advisors sold 110,321 abrdn Physical Gold Shares ETF shares in Q4 2020, an estimated $2M.
  • Strategic Investment Advisors first reported a position in abrdn Physical Gold Shares ETF in Q2 2020 and held it in 2 quarters.
  • Strategic Investment Advisors's abrdn Physical Gold Shares ETF position peaked at $2M in Q3 2020.
  • 225 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q4 2020.

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