WCM
SGOL icon

Weatherstone Capital Management’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Weatherstone Capital Management’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
2019
Q1 		– Sell
-316,510
Closed -$3.64M – 143
2018
Q4 		$3.64M Buy
+316,510
New +$3.75M 0.9% 24

Other funds holding SGOL

PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
ACM
Alpha Capital Management Austin, Texas $690M AUM 22.82% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return
GIM
Guild Investment Management Los Angeles, California $140M AUM 28.67% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
UIA
UBP Investment Advisors Geneva, Switzerland $194M AUM 12.96% 1-Year Est. Return

Weatherstone Capital Management's SGOL Position: Q1 2019 in Review

Weatherstone Capital Management sold out of abrdn Physical Gold Shares ETF (SGOL) in Q1 2019, closing a stake of 316,510 shares — an estimated $3.64M sold.

Weatherstone Capital Management first reported a position in SGOL in Q4 2018 and held it in 1 quarter. The position peaked at $3.64M in Q4 2018. 100 funds tracked by Wall St. Rank hold SGOL as of Q1 2019.

  • Weatherstone Capital Management reported no remaining abrdn Physical Gold Shares ETF position as of Q1 2019 after selling out during the quarter.
  • Weatherstone Capital Management sold 316,510 abrdn Physical Gold Shares ETF shares in Q1 2019, an estimated $3.64M.
  • Weatherstone Capital Management first reported a position in abrdn Physical Gold Shares ETF in Q4 2018 and held it in 1 quarter.
  • Weatherstone Capital Management's abrdn Physical Gold Shares ETF position peaked at $3.64M in Q4 2018.
  • 100 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2019.

Based on Weatherstone Capital Management's 13F filing for Q1 2019, filed 16 Apr 2019.