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

Arkadios Wealth 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 Q2	$4.09M	Buy	106,936 +2,789	+3%	+$120K	0.06%	314
2026 Q1	$4.65M	Sell	104,147 -330	-0.3%	-$15.3K	0.08%	276
2025 Q4	$4.29M	Buy	104,477 +3,381	+3%	+$134K	0.08%	255
2025 Q3	$3.72M	Buy	101,096 +1,993	+2%	+$65.8K	0.09%	237
2025 Q2	$3.13M	Sell	99,103 -2,418	-2%	-$75.8K	0.09%	234
2025 Q1	$3.03M	Buy	+101,521	New	+$2.78M	0.11%	206
2021 Q4	–	Sell	-126	Closed	-$2K	–	1568
2021 Q3	$2K	Hold	126	–	–	﹤0.01%	1769
2021 Q2	$2K	Buy	+126	New	+$2.2K	﹤0.01%	1867

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

Arkadios Wealth Advisors's SGOL Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its abrdn Physical Gold Shares ETF (SGOL) stake by 2.7% in Q2 2026, buying an estimated $120K and bringing the position to 106,936 shares worth $4.09M. The position accounts for 0.06% of the portfolio, ranked #314.

Arkadios Wealth Advisors first reported a position in SGOL in Q2 2021 and has held it in 8 quarters since. The position peaked at $4.65M in Q1 2026. 462 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Arkadios Wealth Advisors held 106,936 shares of abrdn Physical Gold Shares ETF worth $4.09M as of Q2 2026.
Arkadios Wealth Advisors bought 2,789 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $120K.
abrdn Physical Gold Shares ETF made up 0.06% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #314 holding.
Arkadios Wealth Advisors first reported a position in abrdn Physical Gold Shares ETF in Q2 2021 and has held it in 8 quarters since.
Arkadios Wealth Advisors's abrdn Physical Gold Shares ETF position peaked at $4.65M in Q1 2026.
462 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.