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

WealthPLAN 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
2020
Q3 		– Sell
-15,899
Closed -$298K – 330
2020
Q2 		$298K Sell
15,899
-8,858
-36% -$146K 0.03% 244
2020
Q1 		$413K Buy
+24,757
New +$377K 0.05% 170

Other funds holding SGOL

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

WealthPLAN Partners's SGOL Position: Q3 2020 in Review

WealthPLAN Partners sold out of abrdn Physical Gold Shares ETF (SGOL) in Q3 2020, closing a stake of 15,899 shares — an estimated $298K sold.

WealthPLAN Partners first reported a position in SGOL in Q1 2020 and held it in 2 quarters. The position peaked at $413K in Q1 2020. 207 funds tracked by Wall St. Rank hold SGOL as of Q3 2020.

  • WealthPLAN Partners reported no remaining abrdn Physical Gold Shares ETF position as of Q3 2020 after selling out during the quarter.
  • WealthPLAN Partners sold 15,899 abrdn Physical Gold Shares ETF shares in Q3 2020, an estimated $298K.
  • WealthPLAN Partners first reported a position in abrdn Physical Gold Shares ETF in Q1 2020 and held it in 2 quarters.
  • WealthPLAN Partners's abrdn Physical Gold Shares ETF position peaked at $413K in Q1 2020.
  • 207 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q3 2020.

Based on WealthPLAN Partners's 13F filing for Q3 2020, filed 18 Dec 2020.