AWE
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Avidian Wealth Enterprises’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Avidian Wealth Enterprises’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
Q1 		– Sell
-14,128
Closed -$580K – 693
2025
Q4 		$580K Sell
14,128
-6,822
-33% -$270K 0.02% 348
2025
Q3 		$771K Hold
20,950
– – 0.03% 267
2025
Q2 		$661K Sell
20,950
-2,750
-12% -$86.2K 0.03% 273
2025
Q1 		$707K Hold
23,700
– – 0.03% 242
2024
Q4 		$594K Hold
23,700
– – 0.03% 262
2024
Q3 		$596K Hold
23,700
– – 0.03% 268
2024
Q2 		$527K Hold
23,700
– – 0.02% 286
2024
Q1 		$503K Buy
23,700
+1,750
+8% +$34.7K 0.02% 264
2023
Q4 		$433K Hold
21,950
– – 0.03% 286
2023
Q3 		$388K Hold
21,950
– – 0.03% 287
2023
Q2 		$403K Sell
21,950
-202
-0.9% -$3.83K 0.03% 303
2023
Q1 		$418K Buy
22,152
+202
+0.9% +$3.66K 0.02% 325
2022
Q4 		$383K Hold
21,950
– – 0.03% 317
2022
Q3 		$349K Sell
21,950
-125
-0.6% -$2.07K 0.03% 296
2022
Q2 		$383K Sell
22,075
-2,750
-11% -$49.4K 0.03% 308
2022
Q1 		$461K Hold
24,825
– – 0.03% 316
2021
Q4 		$436K Sell
24,825
-1,010
-4% -$17.4K 0.03% 327
2021
Q3 		$435K Hold
25,835
– – 0.03% 236
2021
Q2 		$439K Sell
25,835
-2,750
-10% -$47.9K 0.03% 244
2021
Q1 		$469K Sell
28,585
-4,000
-12% -$68.9K 0.04% 220
2020
Q4 		$596K Hold
32,585
– – 0.06% 155
2020
Q3 		$591K Buy
+32,585
New +$600K 0.07% 141

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return

Avidian Wealth Enterprises's SGOL Position: Q1 2026 in Review

Avidian Wealth Enterprises sold out of abrdn Physical Gold Shares ETF (SGOL) in Q1 2026, closing a stake of 14,128 shares — an estimated $580K sold.

Avidian Wealth Enterprises first reported a position in SGOL in Q3 2020 and held it in 22 quarters. The position peaked at $771K in Q3 2025. 488 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

  • Avidian Wealth Enterprises reported no remaining abrdn Physical Gold Shares ETF position as of Q1 2026 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 14,128 abrdn Physical Gold Shares ETF shares in Q1 2026, an estimated $580K.
  • Avidian Wealth Enterprises first reported a position in abrdn Physical Gold Shares ETF in Q3 2020 and held it in 22 quarters.
  • Avidian Wealth Enterprises's abrdn Physical Gold Shares ETF position peaked at $771K in Q3 2025.
  • 488 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.