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Aberdeen Standard Physical Swiss Gold Shares Etf etf shares owned by Custom Portfolio Group

Quarter-by-quarter ownership of Aberdeen Standard Physical Swiss Gold Shares Etf etf (SGOL) shares owned by Custom Portfolio Group from 13F filings

Historical chart of Custom Portfolio Group investment in Aberdeen Standard Physical Swiss Gold Shares Etf etf

Tip: Access up to 7 years of quarterly data

All positions including Aberdeen Standard Physical Swiss Gold Shares Etf etf held by Custom Portfolio Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Aberdeen Standard Physical Swiss Gold Shares Etf etf by Custom Portfolio Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $658k 31k 21.36
2024-03-31 $706k 35k 20.43
2023-12-31 $734k 39k 19.02

More positions owned by Custom Portfolio Group

iShares 0-3 Month Treasury Bond ETF Etf (SGOV)
Vanguard S&P 500 Index Fund ETF Etf
Schwab US Broad Market ETF Etf (SCHB)
iShares Gold Trust ETF Etf (IAU)
Vanguard Short-Term Treasury Index Fund ETF Etf (VGSH)
SPDR Gold Shares ETF Etf (GLD)
Vanguard Energy Index Fund ETF Etf (VDE)
Vanguard Inter-Term Treasury Bond Index ETF Etf (VGIT)
iShares Silver Trust ETF Etf (SLV)
iShares Emerging Markets Dividend ETF Etf (DVYE)
iShares Asia/Pacific Dividend ETF Etf (DVYA)
iShares Intl Select Dividend ETF Etf (IDV)
Vanguard US Multifactor Fund ETF Etf (VFMF)
Microsoft Corp Common Stock (MSFT)
ConocoPhillips Common Stock (COP)

View all positions for Custom Portfolio Group

Top funds holding Aberdeen Standard Physical Swiss Gold Shares Etf etf

Metis Global Partners
Bank of America Corporation
Morgan Stanley
HighTower Advisors
Wells Fargo & Company
UBS Group
Envestnet Asset Management
LPL Financial
Towneley Capital Management, Inc / DE
Almanack Investment Partners
Ethos Financial Group
J O Hambro Investment Management
Ronald Blue Trust
Kestra Advisory Services
Mountain Lake Investment Management

View all funds holding Aberdeen Standard Physical Swiss Gold Shares Etf etf