Advisory Services Network’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Advisory Services Network’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	$569K	Sell	12,755 -1,934	-13%	-$89.8K	0.01%	1214
2025 Q4	$603K	Buy	14,689 +10,201	+227%	+$404K	0.01%	1125
2025 Q3	$165K	Buy	+4,488	New	+$148K	﹤0.01%	1786
2024 Q1	–	Sell	-3,630	Closed	-$71.7K	–	3293
2023 Q4	$71.7K	Sell	3,630 -31,695	-90%	-$599K	﹤0.01%	1814
2023 Q3	$625K	Sell	35,325 -1,545	-4%	-$28.5K	0.02%	818
2023 Q2	$677K	Buy	36,870 +7,463	+25%	+$141K	0.02%	783
2023 Q1	$555K	Buy	29,407 +6,500	+28%	+$118K	0.02%	858
2022 Q4	$400K	Buy	+22,907	New	+$380K	0.01%	959
2021 Q3	–	Sell	-11,876	Closed	-$202K	–	2929
2021 Q2	$202K	Sell	11,876 -1,101	-8%	-$19.2K	0.01%	1263
2021 Q1	$213K	Sell	12,977 -16,632	-56%	-$287K	0.01%	1157
2020 Q4	$542K	Buy	29,609 +1,255	+4%	+$22.6K	0.02%	704
2020 Q3	$515K	Sell	28,354 -2,910	-9%	-$53.5K	0.02%	614
2020 Q2	$536K	Buy	31,264 +19,994	+177%	+$330K	0.03%	576
2020 Q1	$171K	Hold	11,270	–	–	0.01%	870
2019 Q4	$165K	Buy	11,270 +8,460	+301%	+$121K	0.01%	963
2019 Q3	$38K	Hold	2,810	–	–	﹤0.01%	1500
2019 Q2	$38K	Buy	+2,810	New	+$35.5K	﹤0.01%	1498
2019 Q1	–	Sell	-1,000	Closed	-$12K	–	2667
2018 Q4	$12K	Hold	1,000	–	–	﹤0.01%	1704
2018 Q3	$12K	Hold	1,000	–	–	﹤0.01%	1767
2018 Q2	$12K	Sell	1,000 -4,300	-81%	-$54.3K	﹤0.01%	1727
2018 Q1	$68K	Buy	5,300 +50	+1%	+$643	0.01%	1194
2017 Q4	$66K	Buy	5,250 +590	+13%	+$7.3K	0.01%	1151
2017 Q3	$58K	Buy	4,660 +330	+8%	+$4.09K	0.01%	1046
2017 Q2	$52K	Buy	4,330 +3,000	+226%	+$36.6K	0.01%	1037
2017 Q1	$16K	Buy	+1,330	New	+$15.8K	﹤0.01%	1316
2016 Q1	–	Sell	-500	Closed	-$5K	–	1761
2015 Q4	$5K	Hold	500	–	–	﹤0.01%	1149
2015 Q3	$5K	Hold	500	–	–	﹤0.01%	1137
2015 Q2	$6K	Hold	500	–	–	﹤0.01%	1029
2015 Q1	$6K	Buy	+500	New	+$5.96K	﹤0.01%	963

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

Advisory Services Network's SGOL Position: Q1 2026 in Review

Advisory Services Network reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 13% in Q1 2026, selling an estimated $89.8K and leaving 12,755 shares worth $569K. The position accounts for 0.01% of the portfolio, ranked #1214.

Advisory Services Network first reported a position in SGOL in Q1 2015 and has held it in 29 quarters since. The position peaked at $677K in Q2 2023. 484 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

Advisory Services Network held 12,755 shares of abrdn Physical Gold Shares ETF worth $569K as of Q1 2026.
Advisory Services Network sold 1,934 abrdn Physical Gold Shares ETF shares in Q1 2026, an estimated $89.8K.
abrdn Physical Gold Shares ETF made up 0.01% of Advisory Services Network's portfolio in Q1 2026, its #1214 holding.
Advisory Services Network first reported a position in abrdn Physical Gold Shares ETF in Q1 2015 and has held it in 29 quarters since.
Advisory Services Network's abrdn Physical Gold Shares ETF position peaked at $677K in Q2 2023.
484 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.