180 Wealth Advisors’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

180 Wealth Advisors’s Portfolio SGOL Stock Details SGOL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.9M	Sell	312,216 -4,204	-1%	-$181K	1.2%	14
2026 Q1	$14.1M	Buy	316,420 +14,413	+5%	+$669K	1.6%	7
2025 Q4	$12.4M	Buy	302,007 +4,272	+1%	+$169K	1.41%	10
2025 Q3	$11M	Buy	297,735 +4,825	+2%	+$159K	1.34%	10
2025 Q2	$9.24M	Buy	292,910 +51	+0%	+$1.6K	1.29%	10
2025 Q1	$8.73M	Buy	292,859 +2,395	+0.8%	+$65.5K	1.39%	8
2024 Q4	$7.28M	Buy	290,464 +5,607	+2%	+$142K	1.14%	13
2024 Q3	$7.16M	Buy	284,857 +11,065	+4%	+$262K	1.13%	13
2024 Q2	$6.31M	Sell	273,792 -2,315	-0.8%	-$51.7K	1.03%	14
2024 Q1	$5.86M	Buy	276,107 +573	+0.2%	+$11.3K	1.05%	12
2023 Q4	$5.42M	Sell	275,534 -852	-0.3%	-$16.1K	1.09%	13
2023 Q3	$4.89M	Buy	276,386 +6,391	+2%	+$118K	1.1%	15
2023 Q2	$4.97M	Buy	269,995 +7,683	+3%	+$145K	1.09%	13
2023 Q1	$4.95M	Buy	262,312 +1,074	+0.4%	+$19.5K	1.15%	11
2022 Q4	$4.83M	Buy	261,238 +11,476	+5%	+$190K	1.14%	12
2022 Q3	$3.98M	Buy	249,762 +43,248	+21%	+$715K	1.09%	12
2022 Q2	$3.57M	Buy	206,514 +2,926	+1%	+$52.5K	0.91%	22
2022 Q1	$3.8M	Sell	203,588 -10,147	-5%	-$183K	0.83%	26
2021 Q4	$3.75M	Buy	213,735 +7,585	+4%	+$131K	0.84%	25
2021 Q3	$3.5M	Buy	206,150 +75,055	+57%	+$1.29M	0.77%	27
2021 Q2	$2.18M	Buy	131,095 +73,195	+126%	+$1.28M	0.5%	55
2021 Q1	$1.04M	Buy	+57,900	New	+$998K	0.26%	101

Other funds holding SGOL

MGP

Metis Global Partners San Diego, California $4.41B AUM 36.75% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

180 Wealth Advisors's SGOL Position: Q2 2026 in Review

180 Wealth Advisors reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 1.3% in Q2 2026, selling an estimated $181K and leaving 312,216 shares worth $11.9M. The position accounts for 1.2% of the portfolio, ranked #14.

180 Wealth Advisors first reported a position in SGOL in Q1 2021 and has held it in 22 quarters since. The position peaked at $14.1M in Q1 2026. 462 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

180 Wealth Advisors held 312,216 shares of abrdn Physical Gold Shares ETF worth $11.9M as of Q2 2026.
180 Wealth Advisors sold 4,204 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $181K.
abrdn Physical Gold Shares ETF made up 1.2% of 180 Wealth Advisors's portfolio in Q2 2026, its #14 holding.
180 Wealth Advisors first reported a position in abrdn Physical Gold Shares ETF in Q1 2021 and has held it in 22 quarters since.
180 Wealth Advisors's abrdn Physical Gold Shares ETF position peaked at $14.1M in Q1 2026.
462 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.