AE Wealth Management
SGOL icon

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
Q3 		$932K Buy
23,570
+4,027
+21% +$163K ﹤0.01% 969
2026
Q2 		$747K Buy
19,543
+1,954
+11% +$84K ﹤0.01% 1034
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

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Ethos Financial Group
Ethos Financial Group King Of Prussia, Pennsylvania $1.88B AUM 15.44% 1-Year Est. Return
Almanack Investment Partners
Almanack Investment Partners Wayne, Pennsylvania $833M AUM 25.48% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Advisors Management Group
Advisors Management Group La Crosse, Wisconsin $590M AUM 51.43% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
MAI Capital Management
MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

AE Wealth Management's SGOL Position: Q3 2026 in Review

AE Wealth Management increased its abrdn Physical Gold Shares ETF (SGOL) stake by 21% in Q3 2026, buying an estimated $163K and bringing the position to 23,570 shares worth $932K. The position accounts for ﹤0.01% of the portfolio, ranked #969.

AE Wealth Management first reported a position in SGOL in Q2 2020 and has held it in 21 quarters since. The position peaked at $11.2M in Q4 2020. 359 funds tracked by Wall St. Rank hold SGOL as of Q3 2026.

  • AE Wealth Management held 23,570 shares of abrdn Physical Gold Shares ETF worth $932K as of Q3 2026.
  • AE Wealth Management bought 4,027 abrdn Physical Gold Shares ETF shares in Q3 2026, an estimated $163K.
  • abrdn Physical Gold Shares ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q3 2026, its #969 holding.
  • AE Wealth Management first reported a position in abrdn Physical Gold Shares ETF in Q2 2020 and has held it in 21 quarters since.
  • AE Wealth Management's abrdn Physical Gold Shares ETF position peaked at $11.2M in Q4 2020.
  • 359 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q3 2026.

Based on AE Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.