Atomi Financial Group’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Atomi Financial Group’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	$3.39M	Buy	88,736 +3,332	+4%	+$143K	0.09%	169
2026 Q1	$3.81M	Buy	85,404 +360	+0.4%	+$16.7K	0.12%	141
2025 Q4	$3.49M	Buy	85,044 +1,452	+2%	+$57.5K	0.1%	158
2025 Q3	$3.08M	Hold	83,592	–	–	0.1%	149
2025 Q2	$2.64M	Hold	83,592	–	–	0.1%	149
2025 Q1	$2.49M	Buy	83,592 +1,697	+2%	+$46.4K	0.11%	141
2024 Q4	$2.05M	Buy	81,895 +12,609	+18%	+$320K	0.1%	142
2024 Q3	$1.74M	Buy	69,286 +12,700	+22%	+$301K	0.11%	153
2024 Q2	$1.26M	Sell	56,586 -6,808	-11%	-$152K	0.09%	177
2024 Q1	$1.35M	Sell	63,394 -4,836	-7%	-$95.8K	0.12%	150
2023 Q4	$1.35M	Sell	68,230 -1,869	-3%	-$35.3K	0.19%	110
2023 Q3	$1.24M	Buy	70,099 +399	+0.6%	+$7.36K	0.41%	64
2023 Q2	$1.28M	Sell	69,700 -381	-0.5%	-$7.21K	0.58%	40
2023 Q1	$1.32M	Buy	+70,081	New	+$1.27M	0.74%	30

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

Atomi Financial Group's SGOL Position: Q2 2026 in Review

Atomi Financial Group increased its abrdn Physical Gold Shares ETF (SGOL) stake by 3.9% in Q2 2026, buying an estimated $143K and bringing the position to 88,736 shares worth $3.39M. The position accounts for 0.09% of the portfolio, ranked #169.

Atomi Financial Group first reported a position in SGOL in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.81M in Q1 2026. 462 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Atomi Financial Group held 88,736 shares of abrdn Physical Gold Shares ETF worth $3.39M as of Q2 2026.
Atomi Financial Group bought 3,332 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $143K.
abrdn Physical Gold Shares ETF made up 0.09% of Atomi Financial Group's portfolio in Q2 2026, its #169 holding.
Atomi Financial Group first reported a position in abrdn Physical Gold Shares ETF in Q1 2023 and has held it in 14 quarters since.
Atomi Financial Group's abrdn Physical Gold Shares ETF position peaked at $3.81M in Q1 2026.
462 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.