Alpine Bank Wealth Management’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Alpine Bank Wealth Management’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	$1.45M	Hold	38,000	–	–	0.19%	79
2026 Q1	$1.7M	Buy	38,000 +10,000	+36%	+$464K	0.25%	58
2025 Q4	$1.15M	Hold	28,000	–	–	0.16%	69
2025 Q3	$1.03M	Buy	28,000 +14,000	+100%	+$462K	0.15%	75
2025 Q2	$442K	Buy	+14,000	New	+$439K	0.07%	109

Other funds holding SGOL

LPL Financial San Diego, California $445B AUM 25.58% 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

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GVCM

Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

TCM

Towneley Capital Management Laguna Hills, California $509M AUM 17.24% 1-Year Est. Return

Alpine Bank Wealth Management's SGOL Position: Q2 2026 in Review

Alpine Bank Wealth Management held its abrdn Physical Gold Shares ETF (SGOL) position steady in Q2 2026 at 38,000 shares worth $1.45M. The position accounts for 0.19% of the portfolio, ranked #79.

Alpine Bank Wealth Management first reported a position in SGOL in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.7M in Q1 2026. 285 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Alpine Bank Wealth Management held 38,000 shares of abrdn Physical Gold Shares ETF worth $1.45M as of Q2 2026.
Alpine Bank Wealth Management left its abrdn Physical Gold Shares ETF share count unchanged in Q2 2026.
abrdn Physical Gold Shares ETF made up 0.19% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #79 holding.
Alpine Bank Wealth Management first reported a position in abrdn Physical Gold Shares ETF in Q2 2025 and has held it in 5 quarters since.
Alpine Bank Wealth Management's abrdn Physical Gold Shares ETF position peaked at $1.7M in Q1 2026.
285 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.