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Tevis Investment Management’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Tevis Investment Management’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
Q3 		– Sell
-250
Closed -$4K – 465
2022
Q2 		$4K Hold
250
– – ﹤0.01% 439
2022
Q1 		$5K Hold
250
– – ﹤0.01% 436
2021
Q4 		$4K Buy
+250
New +$4.31K ﹤0.01% 504

Other funds holding SGOL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
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
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
UIA
UBP Investment Advisors Geneva, Switzerland $194M AUM 12.96% 1-Year Est. Return

Tevis Investment Management's SGOL Position: Q3 2022 in Review

Tevis Investment Management sold out of abrdn Physical Gold Shares ETF (SGOL) in Q3 2022, closing a stake of 250 shares — an estimated $4K sold.

Tevis Investment Management first reported a position in SGOL in Q4 2021 and held it in 3 quarters. The position peaked at $5K in Q1 2022. 220 funds tracked by Wall St. Rank hold SGOL as of Q3 2022.

  • Tevis Investment Management reported no remaining abrdn Physical Gold Shares ETF position as of Q3 2022 after selling out during the quarter.
  • Tevis Investment Management sold 250 abrdn Physical Gold Shares ETF shares in Q3 2022, an estimated $4K.
  • Tevis Investment Management first reported a position in abrdn Physical Gold Shares ETF in Q4 2021 and held it in 3 quarters.
  • Tevis Investment Management's abrdn Physical Gold Shares ETF position peaked at $5K in Q1 2022.
  • 220 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q3 2022.

Based on Tevis Investment Management's 13F filing for Q3 2022, filed 7 Nov 2022.