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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

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FI
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AIP
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Wells Fargo
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CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return