U.S. Capital Wealth Advisors’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

U.S. Capital 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	-3,000	Closed	-$52.4K	–	1370
2022 Q4	$52.4K	Buy	+3,000	New	+$49.7K	﹤0.01%	872

Other funds holding SGOL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

BTI

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

U.S. Capital Wealth Advisors's SGOL Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of abrdn Physical Gold Shares ETF (SGOL) in Q1 2023, closing a stake of 3,000 shares — an estimated $52.4K sold.

U.S. Capital Wealth Advisors first reported a position in SGOL in Q4 2022 and held it in 1 quarter. The position peaked at $52.4K in Q4 2022. 241 funds tracked by Wall St. Rank hold SGOL as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining abrdn Physical Gold Shares ETF position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 3,000 abrdn Physical Gold Shares ETF shares in Q1 2023, an estimated $52.4K.
U.S. Capital Wealth Advisors first reported a position in abrdn Physical Gold Shares ETF in Q4 2022 and held it in 1 quarter.
U.S. Capital Wealth Advisors's abrdn Physical Gold Shares ETF position peaked at $52.4K in Q4 2022.
241 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.