Aspect Partners’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Aspect Partners’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 Q3	$3.68M	Buy	92,900 +16,500	+22%	+$670K	1.39%	18
2026 Q2	$2.92M	Sell	76,400 -2,381	-3%	-$102K	1.09%	19
2026 Q1	$3.52M	Sell	78,781 -384	-0.5%	-$17.8K	1.44%	19
2025 Q4	$3.25M	Sell	79,165 -1,241	-2%	-$49.1K	1.42%	19
2025 Q3	$2.96M	Sell	80,406 -1,796	-2%	-$59.3K	1.34%	19
2025 Q2	$2.59M	Sell	82,202 -9,736	-11%	-$305K	1.28%	19
2025 Q1	$2.74M	Sell	91,938 -2	-0%	-$55	1.57%	18
2024 Q4	$2.3M	Sell	91,940 -3,475	-4%	-$88.3K	1.33%	20
2024 Q3	$2.4M	Buy	95,415 +22,470	+31%	+$532K	1.35%	18
2024 Q2	$1.62M	Buy	72,945 +2,017	+3%	+$45.1K	0.96%	22
2024 Q1	$1.51M	Sell	70,928 -5,030	-7%	-$100K	1.19%	20
2023 Q4	$1.5M	Buy	+75,958	New	+$1.44M	0.97%	17

Other funds holding SGOL

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return

Ameliora Wealth Management Zurich, Switzerland $350M AUM 14.23% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Newman Dignan & Sheerar Inc Providence, Rhode Island $525M AUM 18.66% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Fulcrum Wealth Advisors Bellevue, Washington $144M AUM 21.17% 1-Year Est. Return

Cypress Capital Franklin, Tennessee $377M AUM 11.3% 1-Year Est. Return

Aspect Partners's SGOL Position: Q3 2026 in Review

Aspect Partners increased its abrdn Physical Gold Shares ETF (SGOL) stake by 22% in Q3 2026, buying an estimated $670K and bringing the position to 92,900 shares worth $3.68M. The position accounts for 1.39% of the portfolio, ranked #18.

Aspect Partners first reported a position in SGOL in Q4 2023 and has held it in 12 quarters since. 129 funds tracked by Wall St. Rank hold SGOL as of Q3 2026.

Aspect Partners held 92,900 shares of abrdn Physical Gold Shares ETF worth $3.68M as of Q3 2026.
Aspect Partners bought 16,500 abrdn Physical Gold Shares ETF shares in Q3 2026, an estimated $670K.
abrdn Physical Gold Shares ETF made up 1.39% of Aspect Partners's portfolio in Q3 2026, its #18 holding.
Aspect Partners first reported a position in abrdn Physical Gold Shares ETF in Q4 2023 and has held it in 12 quarters since.
129 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.