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 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

MGP

Metis Global Partners San Diego, California $4.41B AUM 36.75% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Amara Financial's SGOL Position: Q2 2026 in Review

Amara Financial increased its abrdn Physical Gold Shares ETF (SGOL) stake by 11% in Q2 2026, buying an estimated $263K and bringing the position to 62,504 shares worth $2.39M. The position accounts for 1.43% of the portfolio, ranked #14.

Amara Financial first reported a position in SGOL in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.36M in Q4 2025. 466 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Amara Financial held 62,504 shares of abrdn Physical Gold Shares ETF worth $2.39M as of Q2 2026.
Amara Financial bought 6,112 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $263K.
abrdn Physical Gold Shares ETF made up 1.43% of Amara Financial's portfolio in Q2 2026, its #14 holding.
Amara Financial first reported a position in abrdn Physical Gold Shares ETF in Q3 2024 and has held it in 8 quarters since.
Amara Financial's abrdn Physical Gold Shares ETF position peaked at $3.36M in Q4 2025.
466 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Amara Financial's 13F filing for Q2 2026, filed 7 Aug 2026.