Stuart Chaussee & Associates’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Stuart Chaussee & Associates’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 Q3	–	Sell	-470	Closed	-$8K	–	155
2021 Q2	$8K	Hold	470	–	–	﹤0.01%	124
2021 Q1	$8K	Sell	470 -1,530	-77%	-$26.4K	﹤0.01%	142
2020 Q4	$37K	Hold	2,000	–	–	0.01%	50
2020 Q3	$36K	Hold	2,000	–	–	0.02%	49
2020 Q2	$34K	Hold	2,000	–	–	0.02%	39
2020 Q1	$30K	Sell	2,000 -400	-17%	-$6.09K	0.03%	37
2019 Q4	$35K	Hold	2,400	–	–	0.02%	48
2019 Q3	$34K	Hold	2,400	–	–	0.02%	52
2019 Q2	$33K	Hold	2,400	–	–	0.02%	54
2019 Q1	$30K	Hold	2,400	–	–	0.02%	59
2018 Q4	$30K	Hold	2,400	–	–	0.02%	45
2018 Q3	$28K	Hold	2,400	–	–	0.02%	60
2018 Q2	$29K	Buy	+2,400	New	+$30.3K	0.02%	62

Other funds holding SGOL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

UIA

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

AIP

Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Hudock Inc Williamsport, Pennsylvania $781M AUM 27.68% 1-Year Est. Return

Stuart Chaussee & Associates's SGOL Position: Q3 2021 in Review

Stuart Chaussee & Associates sold out of abrdn Physical Gold Shares ETF (SGOL) in Q3 2021, closing a stake of 470 shares — an estimated $8K sold.

Stuart Chaussee & Associates first reported a position in SGOL in Q2 2018 and held it in 13 quarters. The position peaked at $37K in Q4 2020. 208 funds tracked by Wall St. Rank hold SGOL as of Q3 2021.

Stuart Chaussee & Associates reported no remaining abrdn Physical Gold Shares ETF position as of Q3 2021 after selling out during the quarter.
Stuart Chaussee & Associates sold 470 abrdn Physical Gold Shares ETF shares in Q3 2021, an estimated $8K.
Stuart Chaussee & Associates first reported a position in abrdn Physical Gold Shares ETF in Q2 2018 and held it in 13 quarters.
Stuart Chaussee & Associates's abrdn Physical Gold Shares ETF position peaked at $37K in Q4 2020.
208 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q3 2021.

Based on Stuart Chaussee & Associates's 13F filing for Q3 2021, filed 10 Nov 2021.