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Aberdeen Standard Physical Swiss Gold Shares Etf etf shares owned by TrustWell Financial Advisors

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

Historical chart of TrustWell Financial 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 TrustWell Financial 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 TrustWell Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $400k 9.0k 44.62
2025-12-31 $413k 10k 41.08

More positions owned by TrustWell Financial Advisors

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Sprott Asset Management Physical Gold Tr (PHYS)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Avantis U S Qual (AVUQ)
Sprott Asset Management Physical Gold An (CEF)
Dimensional Etf Trust World Ex Us Core (DFAX)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Regency Centers Corporation (REG)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
First Tr Exchange-traded Nat Gas Etf (FCG)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Vanguard Index Fds Value Etf (VTV)

View all positions for TrustWell Financial Advisors

Top funds holding Aberdeen Standard Physical Swiss Gold Shares Etf etf

Metis Global Partners
Bank of America Corporation
Wells Fargo & Company
LPL Financial
Morgan Stanley
UBS Group
HighTower Advisors
Guardian Point Capital
Ethos Financial Group
Pure Portfolios Holdings
Almanack Investment Partners
Mirae Asset Global Investments
Envestnet Asset Management
Kestra Advisory Services
Royal Bank of Canada

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