Trust Company of Vermont’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Trust Company of Vermont’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 Q4	–	Sell	-1,000	Closed	-$16K	–	968
2022 Q3	$16K	Hold	1,000	–	–	﹤0.01%	636
2022 Q2	$17K	Buy	+1,000	New	+$18K	﹤0.01%	594
2022 Q1	–	Sell	-1,000	Closed	-$18K	–	663
2021 Q4	$18K	Buy	+1,000	New	+$17.2K	﹤0.01%	602
2021 Q3	–	Sell	-1,000	Closed	-$17K	–	637
2021 Q2	$17K	Hold	1,000	–	–	﹤0.01%	581
2021 Q1	$16K	Hold	1,000	–	–	﹤0.01%	583
2020 Q4	$18K	Hold	1,000	–	–	﹤0.01%	559
2020 Q3	$18K	Hold	1,000	–	–	﹤0.01%	538
2020 Q2	$17K	Hold	1,000	–	–	﹤0.01%	552
2020 Q1	$15K	Buy	+1,000	New	+$15.2K	﹤0.01%	606

Other funds holding SGOL

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Trust Company of Vermont's SGOL Position: Q4 2022 in Review

Trust Company of Vermont sold out of abrdn Physical Gold Shares ETF (SGOL) in Q4 2022, closing a stake of 1,000 shares — an estimated $16K sold.

Trust Company of Vermont first reported a position in SGOL in Q1 2020 and held it in 9 quarters. The position peaked at $18K in Q4 2021. 241 funds tracked by Wall St. Rank hold SGOL as of Q4 2022.

Trust Company of Vermont reported no remaining abrdn Physical Gold Shares ETF position as of Q4 2022 after selling out during the quarter.
Trust Company of Vermont sold 1,000 abrdn Physical Gold Shares ETF shares in Q4 2022, an estimated $16K.
Trust Company of Vermont first reported a position in abrdn Physical Gold Shares ETF in Q1 2020 and held it in 9 quarters.
Trust Company of Vermont's abrdn Physical Gold Shares ETF position peaked at $18K in Q4 2021.
241 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q4 2022.

Based on Trust Company of Vermont's 13F filing for Q4 2022, filed 9 Feb 2023.