Xcel Wealth Management, LLC - ABERDEEN STD GOLD ETF TR ownership

ABERDEEN STD GOLD ETF TR's ticker is SGOL and the CUSIP is 00326A104. A total of 217 filers reported holding ABERDEEN STD GOLD ETF TR in Q1 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.3%.

Quarter-by-quarter ownership
Xcel Wealth Management, LLC ownership history of ABERDEEN STD GOLD ETF TR
ValueSharesWeighting
Q3 2023$800,030
-22.5%
45,225
-19.6%
0.32%
-3.1%
Q2 2023$1,032,853
-4.4%
56,225
-1.7%
0.33%
-14.2%
Q1 2023$1,079,836
+18.9%
57,225
+10.1%
0.38%
+6.1%
Q4 2022$908,003
-13.2%
51,975
-20.9%
0.36%
-8.0%
Q3 2022$1,046,000
-8.5%
65,725
-0.4%
0.39%
-6.7%
Q2 2022$1,143,000
+0.9%
65,975
+8.2%
0.42%
+34.1%
Q1 2022$1,133,000
+0.4%
60,975
-5.1%
0.31%
+7.2%
Q4 2021$1,128,000
-24.1%
64,225
-27.2%
0.29%
-32.7%
Q3 2021$1,487,000
-8.3%
88,225
-7.5%
0.43%
-11.9%
Q2 2021$1,621,000
-35.1%
95,415
-37.4%
0.49%
-45.1%
Q1 2021$2,499,000
-6.1%
152,385
+4.7%
0.89%
-22.4%
Q4 2020$2,660,000
+0.5%
145,525
-0.2%
1.15%
-15.7%
Q3 2020$2,647,000
+372.7%
145,885
+346.1%
1.36%
+292.2%
Q2 2020$560,000
+13.1%
32,7000.0%0.35%
-22.2%
Q1 2020$495,00032,7000.45%
Other shareholders
ABERDEEN STD GOLD ETF TR shareholders Q1 2021
NameSharesValueWeighting ↓
Hudock, Inc. 1,147,876$18,825,0005.89%
UBP Investment Advisors SA 716,194$11,750,0004.80%
swisspartners Ltd. 305,000$5,011,0004.07%
Darwin Wealth Management, LLC 1,380,786$22,644,0003.95%
Cypress Capital, LLC 527,505$8,651,0003.53%
Newman Dignan & Sheerar, Inc. 430,281$7,057,0002.56%
SimpliFi, Inc. 318,301$5,220,0002.44%
Allen Capital Group, LLC 577,017$9,463,0002.08%
Almanack Investment Partners, LLC. 1,191,188$19,536,0001.99%
American Money Management, LLC 314,165$5,152,0001.92%
View complete list of ABERDEEN STD GOLD ETF TR shareholders