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Wealthfront’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Wealthfront’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
2015
Q3 		– Sell
-100
Closed -$1K – 1409
2015
Q2 		$1K Buy
+100
New +$1.17K ﹤0.01% 1252

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
VF
Virtu Financial New York $2.41B AUM 48.35% 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
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
CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return

Wealthfront's SGOL Position: Q3 2015 in Review

Wealthfront sold out of abrdn Physical Gold Shares ETF (SGOL) in Q3 2015, closing a stake of 100 shares — an estimated $1K sold.

Wealthfront first reported a position in SGOL in Q2 2015 and held it in 1 quarter. The position peaked at $1K in Q2 2015. 61 funds tracked by Wall St. Rank hold SGOL as of Q3 2015.

  • Wealthfront reported no remaining abrdn Physical Gold Shares ETF position as of Q3 2015 after selling out during the quarter.
  • Wealthfront sold 100 abrdn Physical Gold Shares ETF shares in Q3 2015, an estimated $1K.
  • Wealthfront first reported a position in abrdn Physical Gold Shares ETF in Q2 2015 and held it in 1 quarter.
  • Wealthfront's abrdn Physical Gold Shares ETF position peaked at $1K in Q2 2015.
  • 61 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q3 2015.

Based on Wealthfront's 13F filing for Q3 2015, filed 18 Nov 2015.