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 239 filers reported holding ABERDEEN STD GOLD ETF TR in Q4 2022. The put-call ratio across all filers is 0.02 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 Q4 2022
NameSharesValueWeighting ↓
Hudock, Inc. 1,021,875$18,679,0006.08%
SimpliFi, Inc. 580,227$10,607,0004.94%
swisspartners Ltd. 305,000$5,486,0004.80%
UBP Investment Advisors SA 489,290$8,944,0004.61%
Cypress Capital, LLC 504,256$9,218,0004.18%
Almanack Investment Partners, LLC. 1,984,321$36,273,0004.15%
Astor Investment Management LLC 1,026,668$18,767,0004.13%
Allen Capital Group, LLC 618,172$11,300,0002.72%
B & T Capital Management DBA Alpha Capital Management 523,491$9,569,0002.42%
American Money Management, LLC 305,869$5,591,0002.19%
View complete list of ABERDEEN STD GOLD ETF TR shareholders