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

Amara Financial’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	$2.62M	Buy	66,113 +3,609	+6%	+$146K	1.52%	14
2026 Q2	$2.39M	Buy	62,504 +6,112	+11%	+$263K	1.43%	14
2026 Q1	$2.52M	Sell	56,392 -25,320	-31%	-$1.18M	1.73%	13
2025 Q4	$3.36M	Sell	81,712 -2,805	-3%	-$111K	2.32%	11
2025 Q3	$3.11M	Buy	84,517 +5,870	+7%	+$194K	2.29%	10
2025 Q2	$2.48M	Sell	78,647 -7,045	-8%	-$221K	2.18%	12
2025 Q1	$2.56M	Buy	85,692 +35,322	+70%	+$966K	2.36%	12
2024 Q4	$1.26M	Buy	50,370 +4,829	+11%	+$123K	1.16%	13
2024 Q3	$1.14M	Buy	+45,541	New	+$1.08M	1.1%	13

Other funds holding SGOL

Metis Global Partners San Diego, California $4.64B AUM 30.45% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Ethos Financial Group King Of Prussia, Pennsylvania $1.88B AUM 15.44% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 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

Amara Financial's SGOL Position: Q3 2026 in Review

Amara Financial increased its abrdn Physical Gold Shares ETF (SGOL) stake by 5.8% in Q3 2026, buying an estimated $146K and bringing the position to 66,113 shares worth $2.62M. The position accounts for 1.52% of the portfolio, ranked #14.

Amara Financial first reported a position in SGOL in Q3 2024 and has held it in 9 quarters since. The position peaked at $3.36M in Q4 2025. 420 funds tracked by Wall St. Rank hold SGOL as of Q3 2026.

Amara Financial held 66,113 shares of abrdn Physical Gold Shares ETF worth $2.62M as of Q3 2026.
Amara Financial bought 3,609 abrdn Physical Gold Shares ETF shares in Q3 2026, an estimated $146K.
abrdn Physical Gold Shares ETF made up 1.52% of Amara Financial's portfolio in Q3 2026, its #14 holding.
Amara Financial first reported a position in abrdn Physical Gold Shares ETF in Q3 2024 and has held it in 9 quarters since.
Amara Financial's abrdn Physical Gold Shares ETF position peaked at $3.36M in Q4 2025.
420 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q3 2026.

Based on Amara Financial's 13F filing for Q3 2026, filed 9 Nov 2026.