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

West 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
-6,371
Closed -$112K – 192
2021
Q4 		$112K Buy
+6,371
New +$110K 0.03% 81

Other funds holding SGOL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
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
IA
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

West Financial Advisors sold out of abrdn Physical Gold Shares ETF (SGOL) in Q1 2022, closing a stake of 6,371 shares — an estimated $112K sold.

West Financial Advisors first reported a position in SGOL in Q4 2021 and held it in 1 quarter. The position peaked at $112K in Q4 2021. 237 funds tracked by Wall St. Rank hold SGOL as of Q1 2022.

  • West Financial Advisors reported no remaining abrdn Physical Gold Shares ETF position as of Q1 2022 after selling out during the quarter.
  • West Financial Advisors sold 6,371 abrdn Physical Gold Shares ETF shares in Q1 2022, an estimated $112K.
  • West Financial Advisors first reported a position in abrdn Physical Gold Shares ETF in Q4 2021 and held it in 1 quarter.
  • West Financial Advisors's abrdn Physical Gold Shares ETF position peaked at $112K in Q4 2021.
  • 237 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2022.

Based on West Financial Advisors's 13F filing for Q1 2022, filed 18 Apr 2022.