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Wilmington Savings Fund Society’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Wilmington Savings Fund Society’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
Q4 		– Sell
-12,630
Closed -$229K – 368
2020
Q3 		$229K Hold
12,630
– – 0.01% 330
2020
Q2 		$216K Hold
12,630
– – 0.01% 329
2020
Q1 		$191K Buy
+12,630
New +$192K 0.01% 330

Other funds holding SGOL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

Wilmington Savings Fund Society's SGOL Position: Q4 2020 in Review

Wilmington Savings Fund Society sold out of abrdn Physical Gold Shares ETF (SGOL) in Q4 2020, closing a stake of 12,630 shares — an estimated $229K sold.

Wilmington Savings Fund Society first reported a position in SGOL in Q1 2020 and held it in 3 quarters. The position peaked at $229K in Q3 2020. 225 funds tracked by Wall St. Rank hold SGOL as of Q4 2020.

  • Wilmington Savings Fund Society reported no remaining abrdn Physical Gold Shares ETF position as of Q4 2020 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 12,630 abrdn Physical Gold Shares ETF shares in Q4 2020, an estimated $229K.
  • Wilmington Savings Fund Society first reported a position in abrdn Physical Gold Shares ETF in Q1 2020 and held it in 3 quarters.
  • Wilmington Savings Fund Society's abrdn Physical Gold Shares ETF position peaked at $229K in Q3 2020.
  • 225 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q4 2020.

Based on Wilmington Savings Fund Society's 13F filing for Q4 2020, filed 11 Feb 2021.