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Aberdeen Standard Physical Swiss Gold Shares Etf etf shares owned by WR Wealth Planners

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

Historical chart of WR Wealth Planners 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 WR Wealth Planners 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 WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-06-30 $114k 5.1k 22.22
2024-03-31 $106k 5.0k 21.24
2023-09-30 $89k 5.0k 17.69
2023-06-30 $92k 5.0k 18.37
2023-03-31 $94k 5.0k 18.87

More positions owned by WR Wealth Planners

Spdr S&p 500 Etf Trust Etf (SPY)
Goldman Sachs Access Treasury 0-1 Year Etf Etf (GBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Avantis U.s. Equity Etf Etf (AVUS)
Avantis International Equity Etf Etf (AVDE)
Invesco Qqq Trust Series I Etf (QQQ)
Capital Group Growth Etf Etf (CGGR)
Avantis Short-term Fixed Income Etf Etf (AVSF)
Apple Stock (AAPL)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Capital Group Dividend Value Etf Etf (CGDV)
Amazon Stock (AMZN)
Spdr Gold Minishares Trust Etf (GLDM)
Microsoft Corp Stock (MSFT)
Avantis U.s. Small Cap Value Etf Etf (AVUV)

View all positions for WR Wealth Planners

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