Advisors Management Group’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Advisors Management 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	$15.6M	Sell	406,785 -1,479	-0.4%	-$63.6K	2.58%	7
2026 Q1	$18.2M	Sell	408,264 -20,729	-5%	-$963K	3.32%	3
2025 Q4	$17.6M	Sell	428,993 -3,660	-0.8%	-$145K	3.21%	3
2025 Q3	$15.9M	Sell	432,653 -42,189	-9%	-$1.39M	2.8%	5
2025 Q2	$15M	Sell	474,842 -5,356	-1%	-$168K	2.82%	5
2025 Q1	$14.3M	Sell	480,198 -3,375	-0.7%	-$92.3K	3.11%	4
2024 Q4	$12.1M	Sell	483,573 -3,908	-0.8%	-$99.3K	2.87%	6
2024 Q3	$12.3M	Sell	487,481 -2,199	-0.4%	-$52K	2.89%	5
2024 Q2	$10.9M	Sell	489,680 -4,839	-1%	-$108K	2.72%	6
2024 Q1	$10.5M	Buy	+494,519	New	+$9.8M	2.61%	6

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 $104B AUM 28.3% 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

Advisors Management Group's SGOL Position: Q2 2026 in Review

Advisors Management Group reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 0.36% in Q2 2026, selling an estimated $63.6K and leaving 406,785 shares worth $15.6M. The position accounts for 2.58% of the portfolio, ranked #7.

Advisors Management Group first reported a position in SGOL in Q1 2024 and has held it in 10 quarters since. The position peaked at $18.2M in Q1 2026. 466 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Advisors Management Group held 406,785 shares of abrdn Physical Gold Shares ETF worth $15.6M as of Q2 2026.
Advisors Management Group sold 1,479 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $63.6K.
abrdn Physical Gold Shares ETF made up 2.58% of Advisors Management Group's portfolio in Q2 2026, its #7 holding.
Advisors Management Group first reported a position in abrdn Physical Gold Shares ETF in Q1 2024 and has held it in 10 quarters since.
Advisors Management Group's abrdn Physical Gold Shares ETF position peaked at $18.2M in Q1 2026.
466 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Advisors Management Group's 13F filing for Q2 2026, filed 4 Aug 2026.