Beacon Pointe Advisors’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Beacon Pointe 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	$2.27M	Buy	59,458 +9,123	+18%	+$392K	0.01%	722
2026 Q1	$2.25M	Buy	50,335 +8,060	+19%	+$374K	0.01%	690
2025 Q4	$1.74M	Sell	42,275 -751	-2%	-$29.7K	0.01%	654
2025 Q3	$1.58M	Sell	43,026 -2,569	-6%	-$84.8K	0.01%	601
2025 Q2	$1.44M	Buy	45,595 +3,047	+7%	+$95.5K	0.02%	566
2025 Q1	$1.27M	Buy	42,548 +1,826	+4%	+$50K	0.01%	574
2024 Q4	$1.02M	Buy	40,722 +160	+0.4%	+$4.07K	0.01%	628
2024 Q3	$1.02M	Sell	40,562 -395	-1%	-$9.35K	0.01%	630
2024 Q2	$910K	Sell	40,957 -10,479	-20%	-$234K	0.01%	670
2024 Q1	$1.09M	Sell	51,436 -12,754	-20%	-$253K	0.01%	662
2023 Q4	$1.27M	Sell	64,190 -2,092	-3%	-$39.6K	0.02%	595
2023 Q3	$1.17M	Sell	66,282 -17,238	-21%	-$318K	0.01%	583
2023 Q2	$1.53M	Sell	83,520 -337,493	-80%	-$6.39M	0.03%	424
2023 Q1	$7.94M	Buy	421,013 +703	+0.2%	+$12.7K	0.14%	156
2022 Q4	$7.34M	Sell	420,310 -20,930	-5%	-$347K	0.14%	145
2022 Q3	$7.03M	Buy	441,240 +103,401	+31%	+$1.71M	0.16%	139
2022 Q2	$5.86M	Buy	337,839 +180,195	+114%	+$3.24M	0.12%	165
2022 Q1	$2.93M	Buy	+157,644	New	+$2.84M	0.04%	369
2021 Q4	–	Sell	-102,653	Closed	-$1.73M	–	997
2021 Q3	$1.73M	Buy	+102,653	New	+$1.76M	0.04%	301

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 $104B AUM 28.3% 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

Beacon Pointe Advisors's SGOL Position: Q2 2026 in Review

Beacon Pointe Advisors increased its abrdn Physical Gold Shares ETF (SGOL) stake by 18% in Q2 2026, buying an estimated $392K and bringing the position to 59,458 shares worth $2.27M. The position accounts for 0.01% of the portfolio, ranked #722.

Beacon Pointe Advisors first reported a position in SGOL in Q3 2021 and has held it in 19 quarters since. The position peaked at $7.94M in Q1 2023. 465 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Beacon Pointe Advisors held 59,458 shares of abrdn Physical Gold Shares ETF worth $2.27M as of Q2 2026.
Beacon Pointe Advisors bought 9,123 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $392K.
abrdn Physical Gold Shares ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #722 holding.
Beacon Pointe Advisors first reported a position in abrdn Physical Gold Shares ETF in Q3 2021 and has held it in 19 quarters since.
Beacon Pointe Advisors's abrdn Physical Gold Shares ETF position peaked at $7.94M in Q1 2023.
465 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.