Tyler-Stone Wealth Management’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Tyler-Stone Wealth 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 Q2	–	Sell	-140	Closed	-$3K	–	907
2022 Q1	$3K	Hold	140	–	–	﹤0.01%	731
2021 Q4	$2K	Buy	+140	New	+$2.41K	﹤0.01%	816

Other funds holding SGOL

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

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

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

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

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

GPC

Guardian Point Capital Charlottesville, Virginia $243M AUM 22.43% 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

UIA

UBP Investment Advisors Geneva, Switzerland $194M AUM 12.96% 1-Year Est. Return

Tyler-Stone Wealth Management's SGOL Position: Q2 2022 in Review

Tyler-Stone Wealth Management sold out of abrdn Physical Gold Shares ETF (SGOL) in Q2 2022, closing a stake of 140 shares — an estimated $3K sold.

Tyler-Stone Wealth Management first reported a position in SGOL in Q4 2021 and held it in 2 quarters. The position peaked at $3K in Q1 2022. 230 funds tracked by Wall St. Rank hold SGOL as of Q2 2022.

Tyler-Stone Wealth Management reported no remaining abrdn Physical Gold Shares ETF position as of Q2 2022 after selling out during the quarter.
Tyler-Stone Wealth Management sold 140 abrdn Physical Gold Shares ETF shares in Q2 2022, an estimated $3K.
Tyler-Stone Wealth Management first reported a position in abrdn Physical Gold Shares ETF in Q4 2021 and held it in 2 quarters.
Tyler-Stone Wealth Management's abrdn Physical Gold Shares ETF position peaked at $3K in Q1 2022.
230 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2022.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.