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

Ameliora 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 Q1	$21M	Sell	471,014 -117,204	-20%	-$5.44M	6.7%	5
2025 Q4	$24.2M	Buy	588,218 +80,074	+16%	+$3.17M	7.36%	2
2025 Q3	$18.7M	Sell	508,144 -5,518	-1%	-$182K	6.23%	4
2025 Q2	$16.2M	Buy	513,662 +81,635	+19%	+$2.56M	5.79%	5
2025 Q1	$12.9M	Buy	432,027 +7,041	+2%	+$193K	4.85%	6
2024 Q4	$10.6M	Sell	424,986 -182,508	-30%	-$4.64M	3.99%	6
2024 Q3	$15.3M	Buy	607,494 +112,222	+23%	+$2.66M	6.36%	4
2024 Q2	$11M	Sell	495,272 -15,479	-3%	-$346K	5%	4
2024 Q1	$10.8M	Buy	510,751 +24,840	+5%	+$492K	4.92%	4
2023 Q4	$9.59M	Sell	485,911 -1,493	-0.3%	-$28.2K	4.76%	5
2023 Q3	$8.62M	Buy	487,404 +144,085	+42%	+$2.66M	5.11%	3
2023 Q2	$6.31M	Sell	343,319 -84,281	-20%	-$1.6M	3.9%	6
2023 Q1	$8.07M	Sell	427,600 -55,591	-12%	-$1.01M	4.71%	4
2022 Q4	$8.44M	Buy	483,191 +12,431	+3%	+$206K	4.52%	4
2022 Q3	$7.56M	Buy	+470,760	New	+$7.79M	4.1%	6

Other funds holding SGOL

MGP

Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

Ameliora Wealth Management's SGOL Position: Q1 2026 in Review

Ameliora Wealth Management reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 20% in Q1 2026, selling an estimated $5.44M and leaving 471,014 shares worth $21M. The position accounts for 6.7% of the portfolio, ranked #5.

Ameliora Wealth Management first reported a position in SGOL in Q3 2022 and has held it in 15 quarters since. The position peaked at $24.2M in Q4 2025. 484 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

Ameliora Wealth Management held 471,014 shares of abrdn Physical Gold Shares ETF worth $21M as of Q1 2026.
Ameliora Wealth Management sold 117,204 abrdn Physical Gold Shares ETF shares in Q1 2026, an estimated $5.44M.
abrdn Physical Gold Shares ETF made up 6.7% of Ameliora Wealth Management's portfolio in Q1 2026, its #5 holding.
Ameliora Wealth Management first reported a position in abrdn Physical Gold Shares ETF in Q3 2022 and has held it in 15 quarters since.
Ameliora Wealth Management's abrdn Physical Gold Shares ETF position peaked at $24.2M in Q4 2025.
484 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on Ameliora Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.