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

Avos Capital Management’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	$6.53M	Sell	146,362 -42,168	-22%	-$1.96M	2.58%	9
2025 Q4	$7.74M	Sell	188,530 -11,458	-6%	-$453K	3.38%	7
2025 Q3	$7.36M	Buy	199,988 +26,060	+15%	+$860K	3.44%	8
2025 Q2	$5.49M	Buy	173,928 +11,797	+7%	+$370K	3.13%	9
2025 Q1	$4.83M	Sell	162,131 -5,052	-3%	-$138K	3.19%	6
2024 Q4	$4.4M	Buy	+167,183	New	+$4.25M	3.49%	6

Other funds holding SGOL

MGP

Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

Avos Capital Management's SGOL Position: Q1 2026 in Review

Avos Capital Management reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 22% in Q1 2026, selling an estimated $1.96M and leaving 146,362 shares worth $6.53M. The position accounts for 2.58% of the portfolio, ranked #9.

Avos Capital Management first reported a position in SGOL in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.74M in Q4 2025. 484 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

Avos Capital Management held 146,362 shares of abrdn Physical Gold Shares ETF worth $6.53M as of Q1 2026.
Avos Capital Management sold 42,168 abrdn Physical Gold Shares ETF shares in Q1 2026, an estimated $1.96M.
abrdn Physical Gold Shares ETF made up 2.58% of Avos Capital Management's portfolio in Q1 2026, its #9 holding.
Avos Capital Management first reported a position in abrdn Physical Gold Shares ETF in Q4 2024 and has held it in 6 quarters since.
Avos Capital Management's abrdn Physical Gold Shares ETF position peaked at $7.74M in Q4 2025.
484 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on Avos Capital Management's 13F filing for Q1 2026, filed 15 May 2026.