Bay Capital Advisors’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Bay Capital Advisors’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	$962K	Sell	25,162 -455	-2%	-$19.6K	0.52%	35
2026 Q1	$1.14M	Sell	25,617 -451	-2%	-$20.9K	0.7%	25
2025 Q4	$1.07M	Sell	26,068 -231	-0.9%	-$9.14K	0.65%	29
2025 Q3	$968K	Hold	26,299	–	–	0.63%	29
2025 Q2	$829K	Hold	26,299	–	–	0.63%	33
2025 Q1	$784K	Sell	26,299 -1,500	-5%	-$41K	0.65%	33
2024 Q4	$696K	Buy	+27,799	New	+$706K	0.56%	41

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

Bay Capital Advisors's SGOL Position: Q2 2026 in Review

Bay Capital Advisors reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 1.8% in Q2 2026, selling an estimated $19.6K and leaving 25,162 shares worth $962K. The position accounts for 0.52% of the portfolio, ranked #35.

Bay Capital Advisors first reported a position in SGOL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.14M in Q1 2026. 462 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Bay Capital Advisors held 25,162 shares of abrdn Physical Gold Shares ETF worth $962K as of Q2 2026.
Bay Capital Advisors sold 455 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $19.6K.
abrdn Physical Gold Shares ETF made up 0.52% of Bay Capital Advisors's portfolio in Q2 2026, its #35 holding.
Bay Capital Advisors first reported a position in abrdn Physical Gold Shares ETF in Q4 2024 and has held it in 7 quarters since.
Bay Capital Advisors's abrdn Physical Gold Shares ETF position peaked at $1.14M in Q1 2026.
462 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Bay Capital Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.