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

Tandem Wealth 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
2023
Q1 		– Sell
-3,735
Closed -$65.3K – 73
2022
Q4 		$65.3K Buy
+3,735
New +$61.9K 0.04% 57

Other funds holding SGOL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MLIM
Mountain Lake Investment Management Boca Raton, Florida $155M AUM 38.76% 1-Year Est. Return

Tandem Wealth Advisors's SGOL Position: Q1 2023 in Review

Tandem Wealth Advisors sold out of abrdn Physical Gold Shares ETF (SGOL) in Q1 2023, closing a stake of 3,735 shares — an estimated $65.3K sold.

Tandem Wealth Advisors first reported a position in SGOL in Q4 2022 and held it in 1 quarter. The position peaked at $65.3K in Q4 2022. 241 funds tracked by Wall St. Rank hold SGOL as of Q1 2023.

  • Tandem Wealth Advisors reported no remaining abrdn Physical Gold Shares ETF position as of Q1 2023 after selling out during the quarter.
  • Tandem Wealth Advisors sold 3,735 abrdn Physical Gold Shares ETF shares in Q1 2023, an estimated $65.3K.
  • Tandem Wealth Advisors first reported a position in abrdn Physical Gold Shares ETF in Q4 2022 and held it in 1 quarter.
  • Tandem Wealth Advisors's abrdn Physical Gold Shares ETF position peaked at $65.3K in Q4 2022.
  • 241 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2023.

Based on Tandem Wealth Advisors's 13F filing for Q1 2023, filed 7 Jul 2023.