Balboa Wealth Partners’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Balboa Wealth Partners’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	$1.13M	Buy	29,580 +366	+1%	+$15.7K	0.15%	110
2026 Q1	$1.3M	Buy	29,214 +1,067	+4%	+$49.5K	0.22%	83
2025 Q4	$1.16M	Buy	28,147 +45	+0.2%	+$1.78K	0.19%	85
2025 Q3	$1.03M	Sell	28,102 -425	-1%	-$14K	0.18%	87
2025 Q2	$900K	Buy	28,527 +2,790	+11%	+$87.5K	0.18%	101
2025 Q1	$767K	Buy	+25,737	New	+$704K	0.19%	95
2023 Q1	–	Sell	-14,520	Closed	-$254K	–	320
2022 Q4	$254K	Sell	14,520 -987	-6%	-$16.4K	0.11%	181
2022 Q3	$247K	Buy	+15,507	New	+$257K	0.11%	168

Other funds holding SGOL

MGP

Metis Global Partners San Diego, California $4.41B AUM 36.75% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Balboa Wealth Partners's SGOL Position: Q2 2026 in Review

Balboa Wealth Partners increased its abrdn Physical Gold Shares ETF (SGOL) stake by 1.3% in Q2 2026, buying an estimated $15.7K and bringing the position to 29,580 shares worth $1.13M. The position accounts for 0.15% of the portfolio, ranked #110.

Balboa Wealth Partners first reported a position in SGOL in Q3 2022 and has held it in 8 quarters since. The position peaked at $1.3M in Q1 2026. 462 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Balboa Wealth Partners held 29,580 shares of abrdn Physical Gold Shares ETF worth $1.13M as of Q2 2026.
Balboa Wealth Partners bought 366 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $15.7K.
abrdn Physical Gold Shares ETF made up 0.15% of Balboa Wealth Partners's portfolio in Q2 2026, its #110 holding.
Balboa Wealth Partners first reported a position in abrdn Physical Gold Shares ETF in Q3 2022 and has held it in 8 quarters since.
Balboa Wealth Partners's abrdn Physical Gold Shares ETF position peaked at $1.3M in Q1 2026.
462 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.