Apriem Advisors’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Apriem Advisors’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	$434K	Sell	9,729 -500	-5%	-$23.2K	0.04%	130
2025 Q4	$420K	Sell	10,229 -100	-1%	-$3.96K	0.04%	125
2025 Q3	$380K	Hold	10,329	–	–	0.04%	134
2025 Q2	$326K	Sell	10,329 -900	-8%	-$28.2K	0.03%	140
2025 Q1	$335K	Buy	11,229 +350	+3%	+$9.57K	0.04%	133
2024 Q4	$273K	Sell	10,879 -500	-4%	-$12.7K	0.03%	153
2024 Q3	$286K	Hold	11,379	–	–	0.03%	137
2024 Q2	$253K	Sell	11,379 -200	-2%	-$4.47K	0.03%	149
2024 Q1	$246K	Hold	11,579	–	–	0.03%	146
2023 Q4	$229K	Hold	11,579	–	–	0.03%	135
2023 Q3	$205K	Hold	11,579	–	–	0.03%	135
2023 Q2	$213K	Hold	11,579	–	–	0.03%	134
2023 Q1	$218K	Hold	11,579	–	–	0.04%	136
2022 Q4	$202K	Buy	11,579 +579	+5%	+$9.6K	0.04%	136
2022 Q3	$175K	Hold	11,000	–	–	0.03%	134
2022 Q2	$191K	Hold	11,000	–	–	0.03%	132
2022 Q1	$204K	Sell	11,000 -100	-0.9%	-$1.8K	0.03%	144
2021 Q4	$195K	Sell	11,100 -500	-4%	-$8.62K	0.03%	143
2021 Q3	$195K	Sell	11,600 -700	-6%	-$12K	0.03%	146
2021 Q2	$209K	Hold	12,300	–	–	0.03%	147
2021 Q1	$202K	Sell	12,300 -635	-5%	-$10.9K	0.03%	140
2020 Q4	$236K	Buy	12,935 +135	+1%	+$2.44K	0.04%	116
2020 Q3	$232K	Sell	12,800 -500	-4%	-$9.2K	0.04%	113
2020 Q2	$228K	Sell	13,300 -1,500	-10%	-$24.8K	0.05%	110
2020 Q1	$224K	Sell	14,800 -250	-2%	-$3.81K	0.05%	99
2019 Q4	$220K	Hold	15,050	–	–	0.04%	123
2019 Q3	$214K	Hold	15,050	–	–	0.05%	118
2019 Q2	$205K	Sell	15,050 -5,000	-25%	-$63.1K	0.06%	124
2019 Q1	$250K	Sell	20,050 -350	-2%	-$4.4K	0.07%	111
2018 Q4	$252K	Sell	20,400 -4,000	-16%	-$47.4K	0.09%	105
2018 Q3	$281K	Sell	24,400 -1,000	-4%	-$11.7K	0.06%	111
2018 Q2	$307K	Hold	25,400	–	–	0.07%	101
2018 Q1	$326K	Hold	25,400	–	–	0.08%	91
2017 Q4	$320K	Sell	25,400 -1,500	-6%	-$18.6K	0.08%	94
2017 Q3	$334K	Buy	26,900 +5,400	+25%	+$67K	0.08%	96
2017 Q2	$259K	Buy	21,500 +5,400	+34%	+$65.9K	0.07%	109
2017 Q1	$195K	Buy	16,100 +500	+3%	+$5.93K	0.05%	126
2016 Q4	$174K	Sell	15,600 -710,950	-98%	-$8.42M	0.05%	130
2016 Q3	$9.31M	Sell	726,550 -101,230	-12%	-$1.32M	2.78%	9
2016 Q2	$10.7M	Buy	827,780 +680,530	+462%	+$8.35M	3.47%	6
2016 Q1	$1.77M	Buy	147,250 +146,500	+19,533%	+$1.69M	0.7%	36
2015 Q4	$8K	Hold	750	–	–	﹤0.01%	401
2015 Q3	$8K	Sell	750 -5,000	-87%	-$54.9K	﹤0.01%	378
2015 Q2	$66K	Hold	5,750	–	–	0.02%	180
2015 Q1	$67K	Buy	5,750 +5,100	+785%	+$60.8K	0.02%	181
2014 Q4	$8K	Sell	650 -380	-37%	-$4.47K	﹤0.01%	396
2014 Q3	$12K	Hold	1,030	–	–	﹤0.01%	364
2014 Q2	$13K	Sell	1,030 -82,890	-99%	-$1.05M	0.01%	317
2014 Q1	$1.06M	Buy	+83,920	New	+$1.07M	0.4%	60

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

Apriem Advisors's SGOL Position: Q1 2026 in Review

Apriem Advisors reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 4.9% in Q1 2026, selling an estimated $23.2K and leaving 9,729 shares worth $434K. The position accounts for 0.04% of the portfolio, ranked #130.

Apriem Advisors first reported a position in SGOL in Q1 2014 and has held it in 49 quarters since. The position peaked at $10.7M in Q2 2016. 484 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

Apriem Advisors held 9,729 shares of abrdn Physical Gold Shares ETF worth $434K as of Q1 2026.
Apriem Advisors sold 500 abrdn Physical Gold Shares ETF shares in Q1 2026, an estimated $23.2K.
abrdn Physical Gold Shares ETF made up 0.04% of Apriem Advisors's portfolio in Q1 2026, its #130 holding.
Apriem Advisors first reported a position in abrdn Physical Gold Shares ETF in Q1 2014 and has held it in 49 quarters since.
Apriem Advisors's abrdn Physical Gold Shares ETF position peaked at $10.7M in Q2 2016.
484 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on Apriem Advisors's 13F filing for Q1 2026, filed 15 May 2026.