Atria Investments’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Atria Investments’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	$613K	Sell	16,033 -6,105	-28%	-$262K	0.01%	1402
2026 Q1	$988K	Sell	22,138 -24,149	-52%	-$1.12M	0.01%	1059
2025 Q4	$1.9M	Buy	46,287 +8,758	+23%	+$347K	0.02%	741
2025 Q3	$1.38M	Sell	37,529 -1,689	-4%	-$55.7K	0.02%	892
2025 Q2	$1.24M	Sell	39,218 -2,678	-6%	-$83.9K	0.01%	926
2025 Q1	$1.25M	Sell	41,896 -8,914	-18%	-$244K	0.02%	912
2024 Q4	$1.27M	Buy	50,810 +3,874	+8%	+$98.4K	0.02%	865
2024 Q3	$1.18M	Sell	46,936 -14,359	-23%	-$340K	0.01%	892
2024 Q2	$1.36M	Sell	61,295 -2,376	-4%	-$53.1K	0.02%	794
2024 Q1	$1.35M	Sell	63,671 -18,569	-23%	-$368K	0.02%	811
2023 Q4	$1.62M	Sell	82,240 -6,604	-7%	-$125K	0.03%	679
2023 Q3	$1.57M	Sell	88,844 -10,798	-11%	-$199K	0.03%	662
2023 Q2	$1.83M	Buy	+99,642	New	+$1.89M	0.03%	588
2022 Q2	–	Sell	-93,097	Closed	-$1.73M	–	861
2022 Q1	$1.73M	Sell	93,097 -47,370	-34%	-$854K	0.03%	621
2021 Q4	$2.47M	Sell	140,467 -242,568	-63%	-$4.18M	0.04%	478
2021 Q3	$6.45M	Sell	383,035 -6,195	-2%	-$106K	0.12%	192
2021 Q2	$6.61M	Sell	389,230 -198,063	-34%	-$3.45M	0.13%	184
2021 Q1	$9.63M	Sell	587,293 -4,900	-0.8%	-$84.4K	0.21%	109
2020 Q4	$10.8M	Sell	592,193 -30,626	-5%	-$553K	0.26%	86
2020 Q3	$11.3M	Sell	622,819 -73,862	-11%	-$1.36M	0.34%	61
2020 Q2	$11.9M	Buy	+696,681	New	+$11.5M	0.41%	49
2018 Q3	–	Sell	-242,880	Closed	-$2.94M	–	1031
2018 Q2	$2.94M	Buy	242,880 +49,740	+26%	+$628K	0.13%	146
2018 Q1	$2.48M	Buy	193,140 +33,790	+21%	+$435K	0.12%	182
2017 Q4	$2.01M	Buy	159,350 +6,440	+4%	+$79.7K	0.1%	214
2017 Q3	$1.9M	Buy	152,910 +12,650	+9%	+$157K	0.1%	194
2017 Q2	$1.69M	Buy	140,260 +46,200	+49%	+$564K	0.1%	205
2017 Q1	$1.14M	Buy	+94,060	New	+$1.12M	0.07%	239
2016 Q4	–	Sell	-17,690	Closed	-$227K	–	673
2016 Q3	$227K	Buy	+17,690	New	+$230K	0.02%	472

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

Atria Investments's SGOL Position: Q2 2026 in Review

Atria Investments reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 28% in Q2 2026, selling an estimated $262K and leaving 16,033 shares worth $613K. The position accounts for 0.01% of the portfolio, ranked #1402.

Atria Investments first reported a position in SGOL in Q3 2016 and has held it in 28 quarters since. The position peaked at $11.9M in Q2 2020. 465 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Atria Investments held 16,033 shares of abrdn Physical Gold Shares ETF worth $613K as of Q2 2026.
Atria Investments sold 6,105 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $262K.
abrdn Physical Gold Shares ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1402 holding.
Atria Investments first reported a position in abrdn Physical Gold Shares ETF in Q3 2016 and has held it in 28 quarters since.
Atria Investments's abrdn Physical Gold Shares ETF position peaked at $11.9M in Q2 2020.
465 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.