Albion Financial Group’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Albion Financial 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	$161K	Hold	4,220	–	–	0.01%	204
2026 Q1	$188K	Hold	4,220	–	–	0.01%	174
2025 Q4	$173K	Hold	4,220	–	–	0.01%	177
2025 Q3	$155K	Hold	4,220	–	–	0.01%	180
2025 Q2	$133K	Hold	4,220	–	–	0.01%	185
2025 Q1	$126K	Hold	4,220	–	–	0.01%	198
2024 Q4	$106K	Hold	4,220	–	–	0.01%	203
2024 Q3	$106K	Hold	4,220	–	–	0.01%	199
2024 Q2	$93.8K	Hold	4,220	–	–	0.01%	204
2024 Q1	$89.6K	Hold	4,220	–	–	0.01%	200
2023 Q4	$83.3K	Hold	4,220	–	–	0.01%	202
2023 Q3	$74.7K	Hold	4,220	–	–	0.01%	198
2023 Q2	$77.5K	Hold	4,220	–	–	0.01%	209
2023 Q1	$79.6K	Hold	4,220	–	–	0.01%	193
2022 Q4	$73.7K	Hold	4,220	–	–	0.01%	200
2022 Q3	$67K	Hold	4,220	–	–	0.01%	203
2022 Q2	$73K	Hold	4,220	–	–	0.01%	206
2022 Q1	$78K	Hold	4,220	–	–	0.01%	238
2021 Q4	$74K	Hold	4,220	–	–	0.01%	260
2021 Q3	$71K	Hold	4,220	–	–	0.01%	226
2021 Q2	$72K	Buy	+4,220	New	+$73.5K	0.01%	228
2020 Q4	$77K	Buy	+4,220	New	+$76.1K	0.01%	221

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 $103B AUM 28.65% 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

Albion Financial Group's SGOL Position: Q2 2026 in Review

Albion Financial Group held its abrdn Physical Gold Shares ETF (SGOL) position steady in Q2 2026 at 4,220 shares worth $161K. The position accounts for 0.01% of the portfolio, ranked #204.

Albion Financial Group first reported a position in SGOL in Q4 2020 and has held it in 22 quarters since. The position peaked at $188K in Q1 2026. 462 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Albion Financial Group held 4,220 shares of abrdn Physical Gold Shares ETF worth $161K as of Q2 2026.
Albion Financial Group left its abrdn Physical Gold Shares ETF share count unchanged in Q2 2026.
abrdn Physical Gold Shares ETF made up 0.01% of Albion Financial Group's portfolio in Q2 2026, its #204 holding.
Albion Financial Group first reported a position in abrdn Physical Gold Shares ETF in Q4 2020 and has held it in 22 quarters since.
Albion Financial Group's abrdn Physical Gold Shares ETF position peaked at $188K in Q1 2026.
462 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.