AlphaCore Capital’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

AlphaCore Capital’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	$205K	Buy	+5,170	New	+$210K	﹤0.01%	1286
2026 Q2	–	Sell	-5,170	Closed	-$231K	–	1540
2026 Q1	$231K	Hold	5,170	–	–	0.01%	789
2025 Q4	$212K	Buy	+5,170	New	+$205K	﹤0.01%	962

Other funds holding SGOL

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Almanack Investment Partners Wayne, Pennsylvania $833M AUM 25.48% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Advisors Management Group La Crosse, Wisconsin $590M AUM 51.43% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return

BFSG LLC Irvine, California $1.14B AUM 21.04% 1-Year Est. Return

Ameliora Wealth Management Zurich, Switzerland $350M AUM 14.23% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

AlphaCore Capital's SGOL Position: Q3 2026 in Review

AlphaCore Capital opened a new position in abrdn Physical Gold Shares ETF (SGOL) in Q3 2026: 5,170 shares worth $205K. The stake represents ﹤0.01% of the portfolio and ranks #1286 among its holdings. This is a return to the name: AlphaCore Capital previously reported a position in SGOL as recently as Q1 2026.

AlphaCore Capital first reported a position in SGOL in Q4 2025 and has held it in 3 quarters since. The position peaked at $231K in Q1 2026. 267 funds tracked by Wall St. Rank hold SGOL as of Q3 2026.

AlphaCore Capital held 5,170 shares of abrdn Physical Gold Shares ETF worth $205K as of Q3 2026.
abrdn Physical Gold Shares ETF was a new AlphaCore Capital position in Q3 2026.
abrdn Physical Gold Shares ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q3 2026, its #1286 holding.
AlphaCore Capital first reported a position in abrdn Physical Gold Shares ETF in Q4 2025 and has held it in 3 quarters since.
AlphaCore Capital's abrdn Physical Gold Shares ETF position peaked at $231K in Q1 2026.
267 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q3 2026.

Based on AlphaCore Capital's 13F filing for Q3 2026, filed 4 Nov 2026.