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Allium Financial Advisors’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Allium Financial Advisors’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 		– Sell
-4,500
Closed -$201K – 84
2026
Q1 		$201K Buy
+4,500
New +$209K 0.16% 78

Other funds holding SGOL

MGP
Metis Global Partners San Diego, California $4.41B AUM 36.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
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
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Allium Financial Advisors's SGOL Position: Q2 2026 in Review

Allium Financial Advisors sold out of abrdn Physical Gold Shares ETF (SGOL) in Q2 2026, closing a stake of 4,500 shares — an estimated $201K sold.

Allium Financial Advisors first reported a position in SGOL in Q1 2026 and held it in 1 quarter. The position peaked at $201K in Q1 2026. 462 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

  • Allium Financial Advisors reported no remaining abrdn Physical Gold Shares ETF position as of Q2 2026 after selling out during the quarter.
  • Allium Financial Advisors sold 4,500 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $201K.
  • Allium Financial Advisors first reported a position in abrdn Physical Gold Shares ETF in Q1 2026 and held it in 1 quarter.
  • Allium Financial Advisors's abrdn Physical Gold Shares ETF position peaked at $201K in Q1 2026.
  • 462 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Allium Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.