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Aberdeen Standard Physical Swiss Gold Shares Etf etf shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Aberdeen Standard Physical Swiss Gold Shares Etf etf (SGOL) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors 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 MAI Wealth Advisors 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 MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $20M 552k 36.81
2025-06-30 $1.3M 40k 31.54
2025-03-31 $1.2M 40k 29.82
2024-12-31 $860k 34k 25.05

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Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
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Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Aberdeen Standard Physical Swiss Gold Shares Etf etf

Metis Global Partners
Jpmorgan Chase & Co
Wells Fargo & Company
Morgan Stanley
HighTower Advisors
LPL Financial
UBS Group
Guardian Point Capital
Almanack Investment Partners
Envestnet Asset Management
Pure Portfolios Holdings
Ethos Financial Group
E Fund Management
J O Hambro Investment Management
Royal Bank of Canada

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