Axxcess Wealth Management’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Axxcess Wealth 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 Q2	$316K	Sell	8,277 -5,039	-38%	-$217K	0.01%	842
2026 Q1	$594K	Sell	13,316 -1,144	-8%	-$53.1K	0.02%	285
2025 Q4	$594K	Buy	+14,460	New	+$572K	0.01%	645
2025 Q2	–	Sell	-10,039	Closed	-$299K	–	923
2025 Q1	$299K	Hold	10,039	–	–	0.01%	682
2024 Q4	$251K	Hold	10,039	–	–	0.01%	728
2024 Q3	$252K	Buy	10,039 +25	+0.2%	+$592	0.01%	751
2024 Q2	$223K	Hold	10,014	–	–	0.01%	756
2024 Q1	$213K	Hold	10,014	–	–	0.01%	796
2023 Q4	$198K	Buy	+10,014	New	+$189K	0.01%	789
2022 Q1	–	Sell	-14,778	Closed	-$260K	–	694
2021 Q4	$260K	Buy	+14,778	New	+$255K	0.02%	521

Other funds holding SGOL

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GVCM

Global View Capital Management Waukesha, Wisconsin $484M AUM 48.46% 1-Year Est. Return

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

TCM

Towneley Capital Management Laguna Hills, California $509M AUM 17.24% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

AWM

Ameliora Wealth Management Zurich, Switzerland $337M AUM 21.71% 1-Year Est. Return

Axxcess Wealth Management's SGOL Position: Q2 2026 in Review

Axxcess Wealth Management reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 38% in Q2 2026, selling an estimated $217K and leaving 8,277 shares worth $316K. The position accounts for 0.01% of the portfolio, ranked #842.

Axxcess Wealth Management first reported a position in SGOL in Q4 2021 and has held it in 10 quarters since. The position peaked at $594K in Q1 2026. 262 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Axxcess Wealth Management held 8,277 shares of abrdn Physical Gold Shares ETF worth $316K as of Q2 2026.
Axxcess Wealth Management sold 5,039 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $217K.
abrdn Physical Gold Shares ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #842 holding.
Axxcess Wealth Management first reported a position in abrdn Physical Gold Shares ETF in Q4 2021 and has held it in 10 quarters since.
Axxcess Wealth Management's abrdn Physical Gold Shares ETF position peaked at $594K in Q1 2026.
262 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.