Action Point Financial Planning’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Action Point Financial Planning’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	$572K	Buy	+14,972	New	+$643K	0.06%	237

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

Action Point Financial Planning's SGOL Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in abrdn Physical Gold Shares ETF (SGOL) in Q2 2026: 14,972 shares worth $572K. The stake represents 0.06% of the portfolio and ranks #237 among its holdings.

462 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Action Point Financial Planning held 14,972 shares of abrdn Physical Gold Shares ETF worth $572K as of Q2 2026.
abrdn Physical Gold Shares ETF was a new Action Point Financial Planning position in Q2 2026.
abrdn Physical Gold Shares ETF made up 0.06% of Action Point Financial Planning's portfolio in Q2 2026, its #237 holding.
462 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.