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SVB Wealth’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

SVB Wealth’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 		– Sell
-10,183
Closed -$186K – 962
2020
Q4 		$186K Buy
+10,183
New +$184K ﹤0.01% 753
2020
Q2 		– Sell
-12,300
Closed -$186K – 671
2020
Q1 		$186K Hold
12,300
– – ﹤0.01% 468
2019
Q4 		$180K Buy
+12,300
New +$176K ﹤0.01% 582

Other funds holding SGOL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
HI
Hudock Inc Williamsport, Pennsylvania $680M AUM 18.73% 1-Year Est. Return
Cambridge Investment Research Advisors
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

SVB Wealth's SGOL Position: Q1 2021 in Review

SVB Wealth sold out of abrdn Physical Gold Shares ETF (SGOL) in Q1 2021, closing a stake of 10,183 shares — an estimated $186K sold.

SVB Wealth first reported a position in SGOL in Q4 2019 and held it in 3 quarters. The position peaked at $186K in Q4 2020. 220 funds tracked by Wall St. Rank hold SGOL as of Q1 2021.

  • SVB Wealth reported no remaining abrdn Physical Gold Shares ETF position as of Q1 2021 after selling out during the quarter.
  • SVB Wealth sold 10,183 abrdn Physical Gold Shares ETF shares in Q1 2021, an estimated $186K.
  • SVB Wealth first reported a position in abrdn Physical Gold Shares ETF in Q4 2019 and held it in 3 quarters.
  • SVB Wealth's abrdn Physical Gold Shares ETF position peaked at $186K in Q4 2020.
  • 220 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2021.

Based on SVB Wealth's 13F filing for Q1 2021, filed 11 May 2021.