AAS
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Avantax Advisory Services’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Avantax Advisory Services’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 		$2.62M Buy
83,135
+522
+0.6% +$16.4K 0.01% 676
2025
Q1 		$2.46M Sell
82,613
-815
-1% -$22.3K 0.01% 660
2024
Q4 		$2.09M Buy
83,428
+9,758
+13% +$248K 0.01% 692
2024
Q3 		$1.85M Sell
73,670
-58,947
-44% -$1.39M 0.01% 740
2024
Q2 		$2.95M Buy
132,617
+31,761
+31% +$709K 0.02% 535
2024
Q1 		$2.14M Buy
100,856
+11,605
+13% +$230K 0.02% 525
2023
Q4 		$1.76M Buy
89,251
+29,623
+50% +$560K 0.02% 539
2023
Q3 		$1.05M Buy
59,628
+8,887
+18% +$164K 0.01% 671
2023
Q2 		$932K Buy
50,741
+22,942
+83% +$434K 0.01% 705
2023
Q1 		$525K Buy
27,799
+30
+0.1% +$544 0.01% 892
2022
Q4 		$485K Buy
27,769
+280
+1% +$4.64K 0.01% 882
2022
Q3 		$438K Sell
27,489
-4,150
-13% -$68.7K 0.01% 831
2022
Q2 		$548K Buy
31,639
+2,379
+8% +$42.7K 0.01% 748
2022
Q1 		$543K Sell
29,260
-1,436
-5% -$25.9K 0.01% 756
2021
Q4 		$539K Buy
30,696
+4,127
+16% +$71.1K 0.01% 737
2021
Q3 		$448K Buy
26,569
+48
+0.2% +$825 0.01% 754
2021
Q2 		$450K Sell
26,521
-452
-2% -$7.88K 0.01% 740
2021
Q1 		$443K Buy
26,973
+12,863
+91% +$222K 0.01% 659
2020
Q4 		$258K Buy
+14,110
New +$255K 0.01% 787

Other funds holding SGOL

MGP
Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PC
Pureheart Capital Singapore $459M AUM 23.59% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

Avantax Advisory Services's SGOL Position: Q2 2025 in Review

Avantax Advisory Services increased its abrdn Physical Gold Shares ETF (SGOL) stake by 0.63% in Q2 2025, buying an estimated $16.4K and bringing the position to 83,135 shares worth $2.62M. The position accounts for 0.01% of the portfolio, ranked #676.

Avantax Advisory Services first reported a position in SGOL in Q4 2020 and has held it in 19 quarters since. The position peaked at $2.95M in Q2 2024. 389 funds tracked by Wall St. Rank hold SGOL as of Q2 2025.

  • Avantax Advisory Services held 83,135 shares of abrdn Physical Gold Shares ETF worth $2.62M as of Q2 2025.
  • Avantax Advisory Services bought 522 abrdn Physical Gold Shares ETF shares in Q2 2025, an estimated $16.4K.
  • abrdn Physical Gold Shares ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #676 holding.
  • Avantax Advisory Services first reported a position in abrdn Physical Gold Shares ETF in Q4 2020 and has held it in 19 quarters since.
  • Avantax Advisory Services's abrdn Physical Gold Shares ETF position peaked at $2.95M in Q2 2024.
  • 389 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.