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

US 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
2016
Q1 		– Sell
-1,000
Closed -$10K – 586
2015
Q4 		$10K Buy
+1,000
New +$10.8K 0.01% 319

Other funds holding SGOL

BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
GIM
Guild Investment Management Los Angeles, California $140M AUM 28.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GWM
Gupta Wealth Management San Diego, California $427M AUM 0.52% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

US Financial Advisors's SGOL Position: Q1 2016 in Review

US Financial Advisors sold out of abrdn Physical Gold Shares ETF (SGOL) in Q1 2016, closing a stake of 1,000 shares — an estimated $10K sold.

US Financial Advisors first reported a position in SGOL in Q4 2015 and held it in 1 quarter. The position peaked at $10K in Q4 2015. 70 funds tracked by Wall St. Rank hold SGOL as of Q1 2016.

  • US Financial Advisors reported no remaining abrdn Physical Gold Shares ETF position as of Q1 2016 after selling out during the quarter.
  • US Financial Advisors sold 1,000 abrdn Physical Gold Shares ETF shares in Q1 2016, an estimated $10K.
  • US Financial Advisors first reported a position in abrdn Physical Gold Shares ETF in Q4 2015 and held it in 1 quarter.
  • US Financial Advisors's abrdn Physical Gold Shares ETF position peaked at $10K in Q4 2015.
  • 70 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2016.

Based on US Financial Advisors's 13F filing for Q1 2016, filed 5 May 2016.