Bearing Point Capital’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Bearing Point Capital’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	$223K	Hold	5,007	–	–	0.04%	161
2025 Q4	$206K	Buy	+5,007	New	+$198K	0.03%	181

Other funds holding SGOL

MGP

Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Bearing Point Capital's SGOL Position: Q1 2026 in Review

Bearing Point Capital held its abrdn Physical Gold Shares ETF (SGOL) position steady in Q1 2026 at 5,007 shares worth $223K. The position accounts for 0.04% of the portfolio, ranked #161.

Bearing Point Capital first reported a position in SGOL in Q4 2025 and has held it in 2 quarters since. 484 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

Bearing Point Capital held 5,007 shares of abrdn Physical Gold Shares ETF worth $223K as of Q1 2026.
Bearing Point Capital left its abrdn Physical Gold Shares ETF share count unchanged in Q1 2026.
abrdn Physical Gold Shares ETF made up 0.04% of Bearing Point Capital's portfolio in Q1 2026, its #161 holding.
Bearing Point Capital first reported a position in abrdn Physical Gold Shares ETF in Q4 2025 and has held it in 2 quarters since.
484 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on Bearing Point Capital's 13F filing for Q1 2026, filed 7 May 2026.