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 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 $4.07B AUM 30.82% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

Advisors Management Group's SGOL Position: Q1 2026 in Review

Advisors Management Group reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 4.8% in Q1 2026, selling an estimated $963K and leaving 408,264 shares worth $18.2M. The position accounts for 3.32% of the portfolio, ranked #3.

Advisors Management Group first reported a position in SGOL in Q1 2024 and has held it in 9 quarters since. 484 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

Advisors Management Group held 408,264 shares of abrdn Physical Gold Shares ETF worth $18.2M as of Q1 2026.
Advisors Management Group sold 20,729 abrdn Physical Gold Shares ETF shares in Q1 2026, an estimated $963K.
abrdn Physical Gold Shares ETF made up 3.32% of Advisors Management Group's portfolio in Q1 2026, its #3 holding.
Advisors Management Group first reported a position in abrdn Physical Gold Shares ETF in Q1 2024 and has held it in 9 quarters since.
484 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on Advisors Management Group's 13F filing for Q1 2026, filed 1 May 2026.