FIG FINANCIAL ADVISORY SERVICES INC /ADV’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

FIG FINANCIAL ADVISORY SERVICES INC /ADV’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	–	Sell	-50,474	Closed	-$2.25M	–	102
2026 Q1	$2.25M	Sell	50,474 -3,166	-6%	-$147K	1.41%	8
2025 Q4	$2.2M	Sell	53,640 -40,290	-43%	-$1.59M	1.4%	12
2025 Q3	$3.46M	Buy	93,930 +5,716	+6%	+$189K	2.17%	6
2025 Q2	$2.78M	Buy	88,214 +14,989	+20%	+$470K	1.86%	8
2025 Q1	$2.18M	Sell	73,225 -10,344	-12%	-$283K	1.54%	11
2024 Q4	$2.09M	Buy	+83,569	New	+$2.12M	1.42%	12

Other funds holding SGOL

MGP

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

LPL Financial San Diego, California $445B AUM 25.58% 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

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GVCM

Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

FIG FINANCIAL ADVISORY SERVICES INC /ADV's SGOL Position: Q2 2026 in Review

FIG FINANCIAL ADVISORY SERVICES INC /ADV sold out of abrdn Physical Gold Shares ETF (SGOL) in Q2 2026, closing a stake of 50,474 shares — an estimated $2.25M sold.

FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in SGOL in Q4 2024 and held it in 6 quarters. The position peaked at $3.46M in Q3 2025. 300 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

FIG FINANCIAL ADVISORY SERVICES INC /ADV reported no remaining abrdn Physical Gold Shares ETF position as of Q2 2026 after selling out during the quarter.
FIG FINANCIAL ADVISORY SERVICES INC /ADV sold 50,474 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $2.25M.
FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in abrdn Physical Gold Shares ETF in Q4 2024 and held it in 6 quarters.
FIG FINANCIAL ADVISORY SERVICES INC /ADV's abrdn Physical Gold Shares ETF position peaked at $3.46M in Q3 2025.
300 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on FIG FINANCIAL ADVISORY SERVICES INC /ADV's 13F filing for Q2 2026, filed 10 Aug 2026.