Allied Private Wealth’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Allied Private Wealth’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	$1.11M	Buy	+28,673	New	+$1.23M	0.71%	25

Other funds holding SGOL

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Kastel Capital Advisors Wellesley, Massachusetts $158M AUM

Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Mirabaud & Cie Geneva, Switzerland $249M AUM 43.75% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return