Avestar Capital
SGOL icon

Avestar Capital’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Avestar Capital’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
Q3 		$10.3M Buy
260,361
+18,849
+8% +$765K 0.81% 29
2026
Q2 		$9.23M Buy
241,512
+4,337
+2% +$186K 0.51% 35
2026
Q1 		$10.6M Buy
237,175
+9,318
+4% +$433K 0.68% 27
2025
Q4 		$9.36M Buy
227,857
+46,745
+26% +$1.85M 0.61% 28
2025
Q3 		$6.67M Buy
181,112
+30,098
+20% +$993K 0.44% 43
2025
Q2 		$4.76M Buy
151,014
+39,695
+36% +$1.24M 0.33% 62
2025
Q1 		$3.32M Buy
111,319
+1,464
+1% +$40.1K 0.29% 70
2024
Q4 		$2.75M Buy
+109,855
New +$2.79M 0.23% 84
2021
Q2 		– Sell
-10,169
Closed -$174K – 474
2021
Q1 		$174K Sell
10,169
-80,079
-89% -$1.38M 0.04% 309
2020
Q4 		$1.65M Buy
90,248
+2,611
+3% +$47.1K 0.46% 38
2020
Q3 		$1.6M Sell
87,637
-1,530
-2% -$28.2K 0.53% 29
2020
Q2 		$1.53M Sell
89,167
-73,203
-45% -$1.21M 0.68% 30
2020
Q1 		$2.46M Buy
162,370
+132,370
+441% +$2.02M 1.34% 17
2019
Q4 		$438K Sell
30,000
-259,890
-90% -$3.71M 0.25% 90
2019
Q3 		$4.12M Buy
289,890
+42,960
+17% +$610K 2.56% 8
2019
Q2 		$3.36M Buy
246,930
+43,930
+22% +$554K 2.13% 10
2019
Q1 		$2.53M Buy
203,000
+41,000
+25% +$515K 1.66% 14
2018
Q4 		$2M Buy
+162,000
New +$1.92M 1.37% 16

Other funds holding SGOL

Metis Global Partners
Metis Global Partners San Diego, California $4.64B AUM 30.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Ethos Financial Group
Ethos Financial Group King Of Prussia, Pennsylvania $1.88B AUM 15.44% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return
Almanack Investment Partners
Almanack Investment Partners Wayne, Pennsylvania $833M AUM 25.48% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Avestar Capital's SGOL Position: Q3 2026 in Review

Avestar Capital increased its abrdn Physical Gold Shares ETF (SGOL) stake by 7.8% in Q3 2026, buying an estimated $765K and bringing the position to 260,361 shares worth $10.3M. The position accounts for 0.81% of the portfolio, ranked #29.

Avestar Capital first reported a position in SGOL in Q4 2018 and has held it in 18 quarters since. The position peaked at $10.6M in Q1 2026. 420 funds tracked by Wall St. Rank hold SGOL as of Q3 2026.

  • Avestar Capital held 260,361 shares of abrdn Physical Gold Shares ETF worth $10.3M as of Q3 2026.
  • Avestar Capital bought 18,849 abrdn Physical Gold Shares ETF shares in Q3 2026, an estimated $765K.
  • abrdn Physical Gold Shares ETF made up 0.81% of Avestar Capital's portfolio in Q3 2026, its #29 holding.
  • Avestar Capital first reported a position in abrdn Physical Gold Shares ETF in Q4 2018 and has held it in 18 quarters since.
  • Avestar Capital's abrdn Physical Gold Shares ETF position peaked at $10.6M in Q1 2026.
  • 420 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.