Baird Financial Group
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Baird Financial Group’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Baird Financial Group’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 		$26M Buy
582,230
+150,884
+35% +$7.01M 0.04% 302
2025
Q4 		$17.7M Buy
431,346
+14,144
+3% +$560K 0.03% 403
2025
Q3 		$15.4M Buy
417,202
+40,836
+11% +$1.35M 0.02% 439
2025
Q2 		$11.9M Buy
376,366
+4,150
+1% +$130K 0.02% 484
2025
Q1 		$11.1M Buy
372,216
+478
+0.1% +$13.1K 0.02% 495
2024
Q4 		$9.31M Sell
371,738
-3,920
-1% -$99.6K 0.02% 528
2024
Q3 		$9.44M Buy
375,658
+274,482
+271% +$6.5M 0.02% 527
2024
Q2 		$2.25M Sell
101,176
-49
-0% -$1.09K ﹤0.01% 923
2024
Q1 		$2.15M Sell
101,225
-200
-0.2% -$3.96K ﹤0.01% 929
2023
Q4 		$2M Sell
101,425
-4,146
-4% -$78.4K ﹤0.01% 934
2023
Q3 		$1.87M Hold
105,571
– – 0.01% 926
2023
Q2 		$1.94M Buy
105,571
+1,803
+2% +$34.1K 0.01% 919
2023
Q1 		$1.96M Sell
103,768
-150
-0.1% -$2.72K ﹤0.01% 891
2022
Q4 		$1.81M Buy
103,918
+82,217
+379% +$1.36M ﹤0.01% 907
2022
Q3 		$345K Sell
21,701
-649
-3% -$10.7K ﹤0.01% 1409
2022
Q2 		$387K Buy
22,350
+410
+2% +$7.36K ﹤0.01% 1442
2022
Q1 		$408K Sell
21,940
-401
-2% -$7.23K ﹤0.01% 1497
2021
Q4 		$392K Sell
22,341
-1,400
-6% -$24.1K ﹤0.01% 1575
2021
Q3 		$400K Sell
23,741
-6,800
-22% -$117K ﹤0.01% 1562
2021
Q2 		$519K Sell
30,541
-850
-3% -$14.8K ﹤0.01% 1387
2021
Q1 		$515K Buy
31,391
+1,517
+5% +$26.1K ﹤0.01% 1345
2020
Q4 		$546K Buy
29,874
+7,408
+33% +$134K ﹤0.01% 1209
2020
Q3 		$408K Buy
22,466
+11,466
+104% +$211K ﹤0.01% 1222
2020
Q2 		$189K Buy
+11,000
New +$182K ﹤0.01% 1432

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
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

Baird Financial Group's SGOL Position: Q1 2026 in Review

Baird Financial Group increased its abrdn Physical Gold Shares ETF (SGOL) stake by 35% in Q1 2026, buying an estimated $7.01M and bringing the position to 582,230 shares worth $26M. The position accounts for 0.04% of the portfolio, ranked #302.

Baird Financial Group first reported a position in SGOL in Q2 2020 and has held it in 24 quarters since. 484 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

  • Baird Financial Group held 582,230 shares of abrdn Physical Gold Shares ETF worth $26M as of Q1 2026.
  • Baird Financial Group bought 150,884 abrdn Physical Gold Shares ETF shares in Q1 2026, an estimated $7.01M.
  • abrdn Physical Gold Shares ETF made up 0.04% of Baird Financial Group's portfolio in Q1 2026, its #302 holding.
  • Baird Financial Group first reported a position in abrdn Physical Gold Shares ETF in Q2 2020 and has held it in 24 quarters since.
  • 484 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.