V Wealth Advisors’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

V 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 Q3	$263K	Sell	14,888 -1,665	-10%	-$30.7K	0.21%	89
2023 Q2	$304K	Sell	16,553 -4,458	-21%	-$84.4K	0.05%	285
2023 Q1	$396K	Hold	21,011	–	–	0.07%	236
2022 Q4	$367K	Hold	21,011	–	–	0.08%	246
2022 Q3	$335K	Sell	21,011 -100	-0.5%	-$1.65K	0.07%	265
2022 Q2	$365K	Hold	21,111	–	–	0.07%	276
2022 Q1	$392K	Sell	21,111 -26	-0.1%	-$469	0.06%	288
2021 Q4	$371K	Sell	21,137 -27	-0.1%	-$465	0.05%	322
2021 Q3	$357K	Sell	21,164 -810	-4%	-$13.9K	0.06%	331
2021 Q2	$373K	Hold	21,974	–	–	0.06%	328
2021 Q1	$360K	Sell	21,974 -22	-0.1%	-$379	0.07%	312
2020 Q4	$403K	Buy	21,996 +1,147	+6%	+$20.7K	0.08%	245
2020 Q3	$378K	Buy	+20,849	New	+$384K	0.26%	99

Other funds holding SGOL

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

BTI

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

MGP

Metis Global Partners San Diego, California $4.07B AUM 30.82% 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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

V Wealth Advisors's SGOL Position: Q3 2023 in Review

V Wealth Advisors reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 10% in Q3 2023, selling an estimated $30.7K and leaving 14,888 shares worth $263K. The position accounts for 0.21% of the portfolio, ranked #89.

V Wealth Advisors first reported a position in SGOL in Q3 2020 and has held it in 13 quarters since. The position peaked at $403K in Q4 2020. 262 funds tracked by Wall St. Rank hold SGOL as of Q3 2023.

V Wealth Advisors held 14,888 shares of abrdn Physical Gold Shares ETF worth $263K as of Q3 2023.
V Wealth Advisors sold 1,665 abrdn Physical Gold Shares ETF shares in Q3 2023, an estimated $30.7K.
abrdn Physical Gold Shares ETF made up 0.21% of V Wealth Advisors's portfolio in Q3 2023, its #89 holding.
V Wealth Advisors first reported a position in abrdn Physical Gold Shares ETF in Q3 2020 and has held it in 13 quarters since.
V Wealth Advisors's abrdn Physical Gold Shares ETF position peaked at $403K in Q4 2020.
262 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.