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

Barnes Wealth Management 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 Q2	$356K	Buy	9,315 +11	+0.1%	+$473	0.16%	126
2026 Q1	$415K	Sell	9,304 -246	-3%	-$11.4K	0.21%	107
2025 Q4	$392K	Sell	9,550 -326	-3%	-$12.9K	0.21%	106
2025 Q3	$364K	Buy	9,876 +390	+4%	+$12.9K	0.2%	109
2025 Q2	$299K	Sell	9,486 -3,409	-26%	-$107K	0.18%	115
2025 Q1	$385K	Buy	12,895 +209	+2%	+$5.72K	0.25%	94
2024 Q4	$318K	Buy	+12,686	New	+$322K	0.21%	103

Other funds holding SGOL

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

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

WWM

WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

NDSI

Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return

Barnes Wealth Management Group's SGOL Position: Q2 2026 in Review

Barnes Wealth Management Group increased its abrdn Physical Gold Shares ETF (SGOL) stake by 0.12% in Q2 2026, buying an estimated $473 and bringing the position to 9,315 shares worth $356K. The position accounts for 0.16% of the portfolio, ranked #126.

Barnes Wealth Management Group first reported a position in SGOL in Q4 2024 and has held it in 7 quarters since. The position peaked at $415K in Q1 2026. 142 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Barnes Wealth Management Group held 9,315 shares of abrdn Physical Gold Shares ETF worth $356K as of Q2 2026.
Barnes Wealth Management Group bought 11 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $473.
abrdn Physical Gold Shares ETF made up 0.16% of Barnes Wealth Management Group's portfolio in Q2 2026, its #126 holding.
Barnes Wealth Management Group first reported a position in abrdn Physical Gold Shares ETF in Q4 2024 and has held it in 7 quarters since.
Barnes Wealth Management Group's abrdn Physical Gold Shares ETF position peaked at $415K in Q1 2026.
142 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.