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 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%	-$99.6K	1.19%	20
2023 Q4	$1.5M	Buy	+75,958	New	+$1.44M	0.97%	17

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 $104B AUM 28.3% 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

Aspect Partners's SGOL Position: Q2 2026 in Review

Aspect Partners reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 3% in Q2 2026, selling an estimated $102K and leaving 76,400 shares worth $2.92M. The position accounts for 1.09% of the portfolio, ranked #19.

Aspect Partners first reported a position in SGOL in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.52M in Q1 2026. 466 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Aspect Partners held 76,400 shares of abrdn Physical Gold Shares ETF worth $2.92M as of Q2 2026.
Aspect Partners sold 2,381 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $102K.
abrdn Physical Gold Shares ETF made up 1.09% of Aspect Partners's portfolio in Q2 2026, its #19 holding.
Aspect Partners first reported a position in abrdn Physical Gold Shares ETF in Q4 2023 and has held it in 11 quarters since.
Aspect Partners's abrdn Physical Gold Shares ETF position peaked at $3.52M in Q1 2026.
466 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.