Wealthcare Advisory Partners’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Wealthcare Advisory Partners’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
2021 Q2	–	Sell	-2,800	Closed	-$46K	–	1641
2021 Q1	$46K	Buy	+2,800	New	+$48.2K	﹤0.01%	903
2020 Q2	–	Sell	-6,190	Closed	-$94K	–	1169
2020 Q1	$94K	Sell	6,190 -6,640	-52%	-$101K	0.01%	385
2019 Q4	$188K	Hold	12,830	–	–	0.02%	311
2019 Q3	$182K	Buy	12,830 +9,090	+243%	+$129K	0.03%	290
2019 Q2	$51K	Hold	3,740	–	–	0.01%	501
2019 Q1	$47K	Buy	3,740 +1,570	+72%	+$19.7K	0.01%	483
2018 Q4	$27K	Hold	2,170	–	–	0.01%	570
2018 Q3	$25K	Hold	2,170	–	–	﹤0.01%	621
2018 Q2	$26K	Hold	2,170	–	–	0.01%	610
2018 Q1	$28K	Buy	2,170 +100	+5%	+$1.29K	0.01%	523
2017 Q4	$26K	Hold	2,070	–	–	0.01%	488
2017 Q3	$26K	Buy	+2,070	New	+$25.7K	0.01%	391

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

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

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

DWM

Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return

Hudock Inc Williamsport, Pennsylvania $680M AUM 18.73% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

UIA

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

Wealthcare Advisory Partners's SGOL Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of abrdn Physical Gold Shares ETF (SGOL) in Q2 2021, closing a stake of 2,800 shares — an estimated $46K sold.

Wealthcare Advisory Partners first reported a position in SGOL in Q3 2017 and held it in 12 quarters. The position peaked at $188K in Q4 2019. 218 funds tracked by Wall St. Rank hold SGOL as of Q2 2021.

Wealthcare Advisory Partners reported no remaining abrdn Physical Gold Shares ETF position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 2,800 abrdn Physical Gold Shares ETF shares in Q2 2021, an estimated $46K.
Wealthcare Advisory Partners first reported a position in abrdn Physical Gold Shares ETF in Q3 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's abrdn Physical Gold Shares ETF position peaked at $188K in Q4 2019.
218 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.