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Accordant Advisory Group’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Accordant Advisory Group’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 		$3.82K Hold
100
– – ﹤0.01% 192
2026
Q1 		$4.46K Buy
+100
New +$4.64K ﹤0.01% 189
2024
Q3 		– Sell
-100
Closed -$2.22K – 162
2024
Q2 		$2.22K Hold
100
– – ﹤0.01% 142
2024
Q1 		$2.12K Buy
+100
New +$1.98K ﹤0.01% 190

Other funds holding SGOL

MGP
Metis Global Partners San Diego, California $4.41B AUM 36.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
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
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Accordant Advisory Group's SGOL Position: Q2 2026 in Review

Accordant Advisory Group held its abrdn Physical Gold Shares ETF (SGOL) position steady in Q2 2026 at 100 shares worth $3.82K. The position accounts for ﹤0.01% of the portfolio, ranked #192.

Accordant Advisory Group first reported a position in SGOL in Q1 2024 and has held it in 4 quarters since. The position peaked at $4.46K in Q1 2026. 462 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

  • Accordant Advisory Group held 100 shares of abrdn Physical Gold Shares ETF worth $3.82K as of Q2 2026.
  • Accordant Advisory Group left its abrdn Physical Gold Shares ETF share count unchanged in Q2 2026.
  • abrdn Physical Gold Shares ETF made up ﹤0.01% of Accordant Advisory Group's portfolio in Q2 2026, its #192 holding.
  • Accordant Advisory Group first reported a position in abrdn Physical Gold Shares ETF in Q1 2024 and has held it in 4 quarters since.
  • Accordant Advisory Group's abrdn Physical Gold Shares ETF position peaked at $4.46K in Q1 2026.
  • 462 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Accordant Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.