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Wilbanks Smith & Thomas Asset Management’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Wilbanks Smith & Thomas Asset 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
2018
Q4 		– Sell
-30
Closed – – 1143
2018
Q3 		$0 Buy
+30
New +$351 ﹤0.01% 1622

Other funds holding SGOL

PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
UIA
UBP Investment Advisors Geneva, Switzerland $194M AUM 12.96% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.12B AUM 13.85% 1-Year Est. Return
WIM
Waverton Investment Management London, United Kingdom $7.77B AUM 25.07% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's SGOL Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of abrdn Physical Gold Shares ETF (SGOL) in Q4 2018, closing a stake of 30 shares.

Wilbanks Smith & Thomas Asset Management first reported a position in SGOL in Q3 2018 and held it in 1 quarter. The position peaked at $0 in Q3 2018. 95 funds tracked by Wall St. Rank hold SGOL as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining abrdn Physical Gold Shares ETF position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 30 abrdn Physical Gold Shares ETF shares in Q4 2018.
  • Wilbanks Smith & Thomas Asset Management first reported a position in abrdn Physical Gold Shares ETF in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's abrdn Physical Gold Shares ETF position peaked at $0 in Q3 2018.
  • 95 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.