Beaumont Financial Advisors’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Beaumont Financial 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	$618K	Hold	16,175	–	–	0.04%	222
2026 Q1	$722K	Hold	16,175	–	–	0.05%	195
2025 Q4	$664K	Hold	16,175	–	–	0.04%	203
2025 Q3	$595K	Hold	16,175	–	–	0.04%	217
2025 Q2	$510K	Sell	16,175 -850	-5%	-$26.6K	0.04%	216
2025 Q1	$508K	Hold	17,025	–	–	0.04%	213
2024 Q4	$426K	Buy	17,025 +600	+4%	+$15.2K	0.03%	238
2024 Q3	$413K	Buy	16,425 +300	+2%	+$7.1K	0.03%	234
2024 Q2	$358K	Hold	16,125	–	–	0.03%	249
2024 Q1	$342K	Hold	16,125	–	–	0.03%	258
2023 Q4	$318K	Buy	16,125 +1,100	+7%	+$20.8K	0.03%	252
2023 Q3	$266K	Sell	15,025 -150	-1%	-$2.77K	0.03%	268
2023 Q2	$279K	Buy	15,175 +475	+3%	+$8.99K	0.03%	276
2023 Q1	$277K	Hold	14,700	–	–	0.03%	260
2022 Q4	$257K	Hold	14,700	–	–	0.03%	275
2022 Q3	$234K	Hold	14,700	–	–	0.02%	271
2022 Q2	$255K	Buy	14,700 +1,350	+10%	+$24.2K	0.02%	267
2022 Q1	$248K	Buy	13,350 +250	+2%	+$4.51K	0.02%	312
2021 Q4	$230K	Sell	13,100 -2,500	-16%	-$43.1K	0.02%	328
2021 Q3	$263K	Hold	15,600	–	–	0.02%	293
2021 Q2	$265K	Hold	15,600	–	–	0.02%	313
2021 Q1	$256K	Hold	15,600	–	–	0.02%	297
2020 Q4	$285K	Hold	15,600	–	–	0.03%	278
2020 Q3	$283K	Buy	15,600 +1,500	+11%	+$27.6K	0.03%	264
2020 Q2	$242K	Buy	14,100 +1,500	+12%	+$24.8K	0.03%	250
2020 Q1	$191K	Buy	+12,600	New	+$192K	0.02%	224
2018 Q2	–	Sell	-18,000	Closed	-$231K	–	223
2018 Q1	$231K	Hold	18,000	–	–	0.03%	186
2017 Q4	$227K	Hold	18,000	–	–	0.03%	171
2017 Q3	$223K	Hold	18,000	–	–	0.03%	170
2017 Q2	$217K	Hold	18,000	–	–	0.03%	168
2017 Q1	$218K	Hold	18,000	–	–	0.03%	174
2016 Q4	$201K	Buy	18,000 +1,750	+11%	+$20.7K	0.03%	148
2016 Q3	$208K	Hold	16,250	–	–	0.03%	138
2016 Q2	$209K	Buy	+16,250	New	+$199K	0.03%	133
2014 Q4	–	Sell	-25,540	Closed	-$303K	–	171
2014 Q3	$303K	Sell	25,540 -1,500	-6%	-$18.9K	0.02%	140
2014 Q2	$353K	Hold	27,040	–	–	0.03%	138
2014 Q1	$341K	Sell	27,040 -1,070	-4%	-$13.6K	0.03%	110
2013 Q4	$333K	Buy	28,110 +4,110	+17%	+$51.5K	0.03%	120
2013 Q3	$314K	Hold	24,000	–	–	0.03%	121
2013 Q2	$291K	Buy	+24,000	New	+$335K	0.03%	130

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

Beaumont Financial Advisors's SGOL Position: Q2 2026 in Review

Beaumont Financial Advisors held its abrdn Physical Gold Shares ETF (SGOL) position steady in Q2 2026 at 16,175 shares worth $618K. The position accounts for 0.04% of the portfolio, ranked #222.

Beaumont Financial Advisors first reported a position in SGOL in Q2 2013 and has held it in 40 quarters since. The position peaked at $722K in Q1 2026. 462 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Beaumont Financial Advisors held 16,175 shares of abrdn Physical Gold Shares ETF worth $618K as of Q2 2026.
Beaumont Financial Advisors left its abrdn Physical Gold Shares ETF share count unchanged in Q2 2026.
abrdn Physical Gold Shares ETF made up 0.04% of Beaumont Financial Advisors's portfolio in Q2 2026, its #222 holding.
Beaumont Financial Advisors first reported a position in abrdn Physical Gold Shares ETF in Q2 2013 and has held it in 40 quarters since.
Beaumont Financial Advisors's abrdn Physical Gold Shares ETF position peaked at $722K in Q1 2026.
462 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.