American Trust’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

American Trust’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	–	Sell	-6,567	Closed	-$293K	–	361
2026 Q1	$293K	Buy	6,567 +1,460	+29%	+$67.8K	0.03%	231
2025 Q4	$210K	Buy	+5,107	New	+$202K	0.02%	309
2023 Q3	–	Sell	-76,533	Closed	-$1.41M	–	395
2023 Q2	$1.41M	Buy	+76,533	New	+$1.45M	0.1%	115
2022 Q3	–	Sell	-176,526	Closed	-$4.2M	–	465
2022 Q2	$4.2M	Buy	+176,526	New	+$3.17M	0.34%	61

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 $103B AUM 28.65% 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

American Trust's SGOL Position: Q2 2026 in Review

American Trust sold out of abrdn Physical Gold Shares ETF (SGOL) in Q2 2026, closing a stake of 6,567 shares — an estimated $293K sold.

American Trust first reported a position in SGOL in Q2 2022 and held it in 4 quarters. The position peaked at $4.2M in Q2 2022. 462 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

American Trust reported no remaining abrdn Physical Gold Shares ETF position as of Q2 2026 after selling out during the quarter.
American Trust sold 6,567 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $293K.
American Trust first reported a position in abrdn Physical Gold Shares ETF in Q2 2022 and held it in 4 quarters.
American Trust's abrdn Physical Gold Shares ETF position peaked at $4.2M in Q2 2022.
462 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on American Trust's 13F filing for Q2 2026, filed 14 Aug 2026.