Ameritas Advisory Services’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Ameritas Advisory Services’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
2025 Q4	–	Sell	-91	Closed	-$3.35K	–	1917
2025 Q3	$3.35K	Sell	91 -809	-90%	-$26.7K	﹤0.01%	1913
2025 Q2	$28.4K	Buy	+900	New	+$28.2K	﹤0.01%	1580
2023 Q2	–	Sell	-911	Closed	-$17.2K	–	2191
2023 Q1	$17.2K	Buy	+911	New	+$16.5K	﹤0.01%	1711

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

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

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

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

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

GPC

Guardian Point Capital Charlottesville, Virginia $243M AUM 22.43% 1-Year Est. Return

PPH

Pure Portfolios Holdings Lake Oswego, Oregon $332M AUM 20.54% 1-Year Est. Return

Ameritas Advisory Services's SGOL Position: Q4 2025 in Review

Ameritas Advisory Services sold out of abrdn Physical Gold Shares ETF (SGOL) in Q4 2025, closing a stake of 91 shares — an estimated $3.35K sold.

Ameritas Advisory Services first reported a position in SGOL in Q1 2023 and held it in 3 quarters. The position peaked at $28.4K in Q2 2025. 465 funds tracked by Wall St. Rank hold SGOL as of Q4 2025.

Ameritas Advisory Services reported no remaining abrdn Physical Gold Shares ETF position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 91 abrdn Physical Gold Shares ETF shares in Q4 2025, an estimated $3.35K.
Ameritas Advisory Services first reported a position in abrdn Physical Gold Shares ETF in Q1 2023 and held it in 3 quarters.
Ameritas Advisory Services's abrdn Physical Gold Shares ETF position peaked at $28.4K in Q2 2025.
465 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.