Websterrogers Financial Advisors’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Websterrogers Financial Advisors’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
2022 Q1	–	Sell	-28,940	Closed	-$508K	–	80
2021 Q4	$508K	Hold	28,940	–	–	0.12%	47
2021 Q3	$488K	Hold	28,940	–	–	0.11%	42
2021 Q2	$504K	Buy	28,940 +2,000	+7%	+$34.9K	0.12%	42
2021 Q1	$442K	Buy	26,940 +14,640	+119%	+$252K	0.12%	36
2020 Q4	$217K	Buy	+12,300	New	+$222K	0.06%	47

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

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

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

GPC

Guardian Point Capital Charlottesville, Virginia $243M AUM 22.43% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

DWM

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

AIP

Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

UIA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Websterrogers Financial Advisors's SGOL Position: Q1 2022 in Review

Websterrogers Financial Advisors sold out of abrdn Physical Gold Shares ETF (SGOL) in Q1 2022, closing a stake of 28,940 shares — an estimated $508K sold.

Websterrogers Financial Advisors first reported a position in SGOL in Q4 2020 and held it in 5 quarters. The position peaked at $508K in Q4 2021. 237 funds tracked by Wall St. Rank hold SGOL as of Q1 2022.

Websterrogers Financial Advisors reported no remaining abrdn Physical Gold Shares ETF position as of Q1 2022 after selling out during the quarter.
Websterrogers Financial Advisors sold 28,940 abrdn Physical Gold Shares ETF shares in Q1 2022, an estimated $508K.
Websterrogers Financial Advisors first reported a position in abrdn Physical Gold Shares ETF in Q4 2020 and held it in 5 quarters.
Websterrogers Financial Advisors's abrdn Physical Gold Shares ETF position peaked at $508K in Q4 2021.
237 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2022.

Based on Websterrogers Financial Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.