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Alpha Cubed Investments’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Alpha Cubed Investments’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
2025
Q4 		$395K Buy
9,618
+1,200
+14% +$47.5K 0.01% 208
2025
Q3 		$310K Hold
8,418
– – 0.01% 226
2025
Q2 		$266K Buy
+8,418
New +$264K 0.01% 247

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GPC
Guardian Point Capital Charlottesville, Virginia $325M AUM 40.6% 1-Year Est. Return
PPH
Pure Portfolios Holdings Lake Oswego, Oregon $332M AUM 20.54% 1-Year Est. Return

Alpha Cubed Investments's SGOL Position: Q4 2025 in Review

Alpha Cubed Investments increased its abrdn Physical Gold Shares ETF (SGOL) stake by 14% in Q4 2025, buying an estimated $47.5K and bringing the position to 9,618 shares worth $395K. The position accounts for 0.01% of the portfolio, ranked #208.

Alpha Cubed Investments first reported a position in SGOL in Q2 2025 and has held it in 3 quarters since. 467 funds tracked by Wall St. Rank hold SGOL as of Q4 2025.

  • Alpha Cubed Investments held 9,618 shares of abrdn Physical Gold Shares ETF worth $395K as of Q4 2025.
  • Alpha Cubed Investments bought 1,200 abrdn Physical Gold Shares ETF shares in Q4 2025, an estimated $47.5K.
  • abrdn Physical Gold Shares ETF made up 0.01% of Alpha Cubed Investments's portfolio in Q4 2025, its #208 holding.
  • Alpha Cubed Investments first reported a position in abrdn Physical Gold Shares ETF in Q2 2025 and has held it in 3 quarters since.
  • 467 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.