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

Atria Wealth Solutions’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
2025
Q2 		– Sell
-273,481
Closed -$8.16M – 1849
2025
Q1 		$8.16M Buy
273,481
+65,238
+31% +$1.78M 0.1% 219
2024
Q4 		$5.22M Sell
208,243
-27,686
-12% -$703K 0.06% 343
2024
Q3 		$5.93M Sell
235,929
-51,287
-18% -$1.21M 0.06% 304
2024
Q2 		$6.38M Buy
287,216
+18,709
+7% +$418K 0.07% 285
2024
Q1 		$5.7M Buy
268,507
+9,637
+4% +$191K 0.06% 305
2023
Q4 		$5.11M Sell
258,870
-12,460
-5% -$236K 0.06% 304
2023
Q3 		$4.8M Buy
271,330
+219,155
+420% +$4.04M 0.07% 300
2023
Q2 		$958K Buy
52,175
+7,784
+18% +$147K 0.01% 850
2023
Q1 		$838K Buy
44,391
+31,369
+241% +$568K 0.01% 864
2022
Q4 		$227K Hold
13,022
– – ﹤0.01% 1529
2022
Q3 		$207K Buy
13,022
+315
+2% +$5.21K ﹤0.01% 1534
2022
Q2 		$220K Buy
12,707
+367
+3% +$6.59K ﹤0.01% 1402
2022
Q1 		$229K Buy
+12,340
New +$222K ﹤0.01% 1491

Other funds holding SGOL

MGP
Metis Global Partners San Diego, California $4.41B AUM 36.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PC
Pureheart Capital Singapore $223M AUM 26.38% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

Atria Wealth Solutions's SGOL Position: Q2 2025 in Review

Atria Wealth Solutions sold out of abrdn Physical Gold Shares ETF (SGOL) in Q2 2025, closing a stake of 273,481 shares — an estimated $8.16M sold.

Atria Wealth Solutions first reported a position in SGOL in Q1 2022 and held it in 13 quarters. The position peaked at $8.16M in Q1 2025. 390 funds tracked by Wall St. Rank hold SGOL as of Q2 2025.

  • Atria Wealth Solutions reported no remaining abrdn Physical Gold Shares ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 273,481 abrdn Physical Gold Shares ETF shares in Q2 2025, an estimated $8.16M.
  • Atria Wealth Solutions first reported a position in abrdn Physical Gold Shares ETF in Q1 2022 and held it in 13 quarters.
  • Atria Wealth Solutions's abrdn Physical Gold Shares ETF position peaked at $8.16M in Q1 2025.
  • 390 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.