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AE Wealth Management’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

AE Wealth Management’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 		$785K Buy
17,589
+499
+3% +$23.2K ﹤0.01% 912
2025
Q4 		$702K Buy
17,090
+10,646
+165% +$421K ﹤0.01% 916
2025
Q3 		$237K Sell
6,444
-1,637
-20% -$54K ﹤0.01% 1311
2025
Q2 		$255K Buy
+8,081
New +$253K ﹤0.01% 1192
2024
Q1 		– Sell
-31,878
Closed -$616K – 1838
2023
Q4 		$616K Buy
31,878
+128
+0.4% +$2.42K ﹤0.01% 1335
2023
Q3 		$562K Buy
31,750
+4,152
+15% +$76.5K ﹤0.01% 1314
2023
Q2 		$507K Sell
27,598
-1,632
-6% -$30.9K ﹤0.01% 1391
2023
Q1 		$552K Buy
29,230
+2,142
+8% +$38.8K ﹤0.01% 1305
2022
Q4 		$473K Sell
27,088
-1,831
-6% -$30.4K ﹤0.01% 1339
2022
Q3 		$460K Buy
28,919
+6,929
+32% +$115K ﹤0.01% 1301
2022
Q2 		$381K Sell
21,990
-2,485
-10% -$44.6K ﹤0.01% 1331
2022
Q1 		$455K Buy
24,475
+1,434
+6% +$25.9K ﹤0.01% 1266
2021
Q4 		$405K Sell
23,041
-2,461
-10% -$42.4K ﹤0.01% 1340
2021
Q3 		$430K Buy
25,502
+4,970
+24% +$85.4K ﹤0.01% 1223
2021
Q2 		$349K Sell
20,532
-155,753
-88% -$2.71M ﹤0.01% 1282
2021
Q1 		$2.89M Sell
176,285
-438,788
-71% -$7.56M 0.03% 464
2020
Q4 		$11.2M Buy
615,073
+138,435
+29% +$2.5M 0.13% 165
2020
Q3 		$8.65M Sell
476,638
-10,489
-2% -$193K 0.12% 161
2020
Q2 		$8.35M Buy
+487,127
New +$8.04M 0.13% 157

Other funds holding SGOL

MGP
Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
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

AE Wealth Management's SGOL Position: Q1 2026 in Review

AE Wealth Management increased its abrdn Physical Gold Shares ETF (SGOL) stake by 2.9% in Q1 2026, buying an estimated $23.2K and bringing the position to 17,589 shares worth $785K. The position accounts for ﹤0.01% of the portfolio, ranked #912.

AE Wealth Management first reported a position in SGOL in Q2 2020 and has held it in 19 quarters since. The position peaked at $11.2M in Q4 2020. 484 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

  • AE Wealth Management held 17,589 shares of abrdn Physical Gold Shares ETF worth $785K as of Q1 2026.
  • AE Wealth Management bought 499 abrdn Physical Gold Shares ETF shares in Q1 2026, an estimated $23.2K.
  • abrdn Physical Gold Shares ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #912 holding.
  • AE Wealth Management first reported a position in abrdn Physical Gold Shares ETF in Q2 2020 and has held it in 19 quarters since.
  • AE Wealth Management's abrdn Physical Gold Shares ETF position peaked at $11.2M in Q4 2020.
  • 484 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.