United Capital Financial Advisors’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

United Capital Financial 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
2020 Q2	–	Sell	-29,265	Closed	-$443K	–	1252
2020 Q1	$443K	Buy	29,265 +2,255	+8%	+$34.4K	﹤0.01%	857
2019 Q4	$395K	Hold	27,010	–	–	﹤0.01%	1057
2019 Q3	$383K	Buy	27,010 +5,510	+26%	+$78.3K	﹤0.01%	1024
2019 Q2	$292K	Buy	21,500 +500	+2%	+$6.31K	﹤0.01%	1225
2019 Q1	$261K	Sell	21,000 -2,350	-10%	-$29.5K	﹤0.01%	1177
2018 Q4	$289K	Buy	23,350 +3,280	+16%	+$38.9K	﹤0.01%	1074
2018 Q3	$231K	Sell	20,070 -200	-1%	-$2.34K	﹤0.01%	1208
2018 Q2	$245K	Hold	20,270	–	–	﹤0.01%	1166
2018 Q1	$260K	Buy	+20,270	New	+$261K	﹤0.01%	1142
2017 Q1	–	Sell	-106,760	Closed	-$1.19M	–	1283
2016 Q4	$1.19M	Sell	106,760 -67,670	-39%	-$801K	0.01%	698
2016 Q3	$2.24M	Buy	174,430 +76,900	+79%	+$999K	0.02%	557
2016 Q2	$1.26M	Buy	+97,530	New	+$1.2M	0.01%	668

Other funds holding SGOL

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

AIP

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

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

United Capital Financial Advisors's SGOL Position: Q2 2020 in Review

United Capital Financial Advisors sold out of abrdn Physical Gold Shares ETF (SGOL) in Q2 2020, closing a stake of 29,265 shares — an estimated $443K sold.

United Capital Financial Advisors first reported a position in SGOL in Q2 2016 and held it in 12 quarters. The position peaked at $2.24M in Q3 2016. 199 funds tracked by Wall St. Rank hold SGOL as of Q2 2020.

United Capital Financial Advisors reported no remaining abrdn Physical Gold Shares ETF position as of Q2 2020 after selling out during the quarter.
United Capital Financial Advisors sold 29,265 abrdn Physical Gold Shares ETF shares in Q2 2020, an estimated $443K.
United Capital Financial Advisors first reported a position in abrdn Physical Gold Shares ETF in Q2 2016 and held it in 12 quarters.
United Capital Financial Advisors's abrdn Physical Gold Shares ETF position peaked at $2.24M in Q3 2016.
199 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2020.

Based on United Capital Financial Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.