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

Acorn 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	$711K	Buy	18,607 +205	+1%	+$8.81K	0.17%	126
2026 Q1	$821K	Buy	18,402 +495	+3%	+$23K	0.24%	91
2025 Q4	$736K	Sell	17,907 -2,161	-11%	-$85.5K	0.22%	101
2025 Q3	$739K	Sell	20,068 -1,284	-6%	-$42.4K	0.23%	100
2025 Q2	$673K	Sell	21,352 -2,083	-9%	-$65.3K	0.25%	86
2025 Q1	$699K	Sell	23,435 -320	-1%	-$8.75K	0.29%	81
2024 Q4	$595K	Buy	23,755 +2,368	+11%	+$60.2K	0.25%	88
2024 Q3	$537K	Buy	21,387 +1,659	+8%	+$39.3K	0.23%	85
2024 Q2	$438K	Buy	19,728 +628	+3%	+$14K	0.22%	95
2024 Q1	$406K	Buy	19,100 +29	+0.2%	+$574	0.21%	102
2023 Q4	$376K	Buy	19,071 +1,476	+8%	+$27.9K	0.22%	99
2023 Q3	$311K	Buy	17,595 +1,498	+9%	+$27.6K	0.21%	110
2023 Q2	$296K	Buy	16,097 +1,277	+9%	+$24.2K	0.2%	121
2023 Q1	$280K	Buy	14,820 +1,924	+15%	+$34.9K	0.21%	125
2022 Q4	$225K	Buy	12,896 +265	+2%	+$4.39K	0.17%	139
2022 Q3	$201K	Buy	12,631 +870	+7%	+$14.4K	0.16%	148
2022 Q2	$204K	Buy	11,761 +153	+1%	+$2.75K	0.16%	154
2022 Q1	$216K	Buy	11,608 +188	+2%	+$3.39K	0.15%	161
2021 Q4	$201K	Buy	+11,420	New	+$197K	0.13%	177
2020 Q4	–	Sell	-10,589	Closed	-$192K	–	151
2020 Q3	$192K	Buy	+10,589	New	+$195K	0.17%	124
2018 Q3	–	Sell	-4,400	Closed	-$53K	–	380
2018 Q2	$53K	Hold	4,400	–	–	0.05%	267
2018 Q1	$56K	Buy	4,400 +1,960	+80%	+$25.2K	0.05%	249
2017 Q4	$31K	Buy	+2,440	New	+$30.2K	0.03%	323

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

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

Acorn Wealth Advisors increased its abrdn Physical Gold Shares ETF (SGOL) stake by 1.1% in Q2 2026, buying an estimated $8.81K and bringing the position to 18,607 shares worth $711K. The position accounts for 0.17% of the portfolio, ranked #126.

Acorn Wealth Advisors first reported a position in SGOL in Q4 2017 and has held it in 23 quarters since. The position peaked at $821K in Q1 2026. 462 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Acorn Wealth Advisors held 18,607 shares of abrdn Physical Gold Shares ETF worth $711K as of Q2 2026.
Acorn Wealth Advisors bought 205 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $8.81K.
abrdn Physical Gold Shares ETF made up 0.17% of Acorn Wealth Advisors's portfolio in Q2 2026, its #126 holding.
Acorn Wealth Advisors first reported a position in abrdn Physical Gold Shares ETF in Q4 2017 and has held it in 23 quarters since.
Acorn Wealth Advisors's abrdn Physical Gold Shares ETF position peaked at $821K in Q1 2026.
462 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.