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

True Wealth Design’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 Q2	–	Sell	-200	Closed	-$3.77K	–	861
2023 Q1	$3.77K	Hold	200	–	–	﹤0.01%	289
2022 Q4	$3.49K	Buy	+200	New	+$3.32K	﹤0.01%	269

Other funds holding SGOL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

MGP

Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

True Wealth Design's SGOL Position: Q2 2023 in Review

True Wealth Design sold out of abrdn Physical Gold Shares ETF (SGOL) in Q2 2023, closing a stake of 200 shares — an estimated $3.77K sold.

True Wealth Design first reported a position in SGOL in Q4 2022 and held it in 2 quarters. The position peaked at $3.77K in Q1 2023. 259 funds tracked by Wall St. Rank hold SGOL as of Q2 2023.

True Wealth Design reported no remaining abrdn Physical Gold Shares ETF position as of Q2 2023 after selling out during the quarter.
True Wealth Design sold 200 abrdn Physical Gold Shares ETF shares in Q2 2023, an estimated $3.77K.
True Wealth Design first reported a position in abrdn Physical Gold Shares ETF in Q4 2022 and held it in 2 quarters.
True Wealth Design's abrdn Physical Gold Shares ETF position peaked at $3.77K in Q1 2023.
259 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2023.

Based on True Wealth Design's 13F filing for Q2 2023, filed 14 Aug 2023.