Bellevue Asset Management’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Bellevue Asset Management’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	$16K	Hold	419	–	–	0.01%	263
2026 Q1	$18.7K	Hold	419	–	–	0.01%	243
2025 Q4	$17.2K	Hold	419	–	–	0.01%	247
2025 Q3	$15.4K	Hold	419	–	–	0.01%	255
2025 Q2	$13.2K	Hold	419	–	–	0.01%	266
2025 Q1	$12.5K	Hold	419	–	–	0.01%	261
2024 Q4	$10.5K	Buy	+419	New	+$10.6K	0.01%	277

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

Bellevue Asset Management's SGOL Position: Q2 2026 in Review

Bellevue Asset Management held its abrdn Physical Gold Shares ETF (SGOL) position steady in Q2 2026 at 419 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #263.

Bellevue Asset Management first reported a position in SGOL in Q4 2024 and has held it in 7 quarters since. The position peaked at $18.7K in Q1 2026. 462 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Bellevue Asset Management held 419 shares of abrdn Physical Gold Shares ETF worth $16K as of Q2 2026.
Bellevue Asset Management left its abrdn Physical Gold Shares ETF share count unchanged in Q2 2026.
abrdn Physical Gold Shares ETF made up 0.01% of Bellevue Asset Management's portfolio in Q2 2026, its #263 holding.
Bellevue Asset Management first reported a position in abrdn Physical Gold Shares ETF in Q4 2024 and has held it in 7 quarters since.
Bellevue Asset Management's abrdn Physical Gold Shares ETF position peaked at $18.7K in Q1 2026.
462 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.