ACA
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American Capital Advisory’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

American Capital Advisory’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 		$1.21K Hold
27
– – ﹤0.01% 640
2025
Q4 		$1.11K Hold
27
– – ﹤0.01% 572
2025
Q3 		$994 Hold
27
– – ﹤0.01% 541
2025
Q2 		$852 Hold
27
– – ﹤0.01% 519
2025
Q1 		$806 Sell
27
-100
-79% -$2.74K ﹤0.01% 455
2024
Q4 		$3.18K Buy
127
+100
+370% +$2.54K ﹤0.01% 385
2024
Q3 		$679 Hold
27
– – ﹤0.01% 417
2024
Q2 		$533 Buy
+27
New +$603 ﹤0.01% 394
2024
Q1 		– Sell
-27
Closed -$533 – 505
2023
Q4 		$533 Buy
+27
New +$510 ﹤0.01% 394

Other funds holding SGOL

MGP
Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
HighTower Advisors
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