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

Belpointe 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 		$1.23M Sell
32,231
-20,926
-39% -$899K 0.04% 427
2026
Q1 		$2.37M Buy
53,157
+6,099
+13% +$283K 0.09% 213
2025
Q4 		$1.93M Buy
47,058
+14,319
+44% +$567K 0.07% 230
2025
Q3 		$1.21M Buy
32,739
+1,989
+6% +$65.6K 0.05% 350
2025
Q2 		$970K Buy
30,750
+2,016
+7% +$63.2K 0.04% 364
2025
Q1 		$857K Buy
28,734
+2,826
+11% +$77.3K 0.04% 376
2024
Q4 		$619K Sell
25,908
-3,488
-12% -$88.6K 0.04% 459
2024
Q3 		$739K Buy
29,396
+2,322
+9% +$54.9K 0.04% 392
2024
Q2 		$602K Sell
27,074
-1,061
-4% -$23.7K 0.04% 415
2024
Q1 		$598K Sell
28,135
-4,030
-13% -$79.8K 0.04% 393
2023
Q4 		$635K Buy
32,165
+11,185
+53% +$211K 0.06% 305
2023
Q3 		$371K Sell
20,980
-5,327
-20% -$98.2K 0.04% 413
2023
Q2 		$483K Sell
26,307
-60,297
-70% -$1.14M 0.05% 322
2023
Q1 		$1.63M Sell
86,604
-21,282
-20% -$386K 0.09% 236
2022
Q4 		$1.88M Buy
107,886
+8,467
+9% +$140K 0.11% 185
2022
Q3 		$1.58M Buy
99,419
+309
+0.3% +$5.11K 0.11% 203
2022
Q2 		$1.72M Buy
99,110
+48,860
+97% +$877K 0.12% 191
2022
Q1 		$933K Buy
50,250
+10,862
+28% +$196K 0.06% 357
2021
Q4 		$691K Sell
39,388
-2,336
-6% -$40.3K 0.04% 424
2021
Q3 		$703K Buy
41,724
+25,108
+151% +$431K 0.05% 409
2021
Q2 		$282K Buy
16,616
+3,080
+23% +$53.7K 0.02% 694
2021
Q1 		$222K Buy
13,536
+2,578
+24% +$44.4K 0.02% 708
2020
Q4 		$200K Buy
10,958
+3,035
+38% +$54.8K 0.02% 693
2020
Q3 		$144K Buy
7,923
+1,163
+17% +$21.4K 0.02% 656
2020
Q2 		$116K Hold
6,760
– – 0.02% 672
2020
Q1 		$102K Buy
+6,760
New +$103K 0.02% 610

Other funds holding SGOL

MGP
Metis Global Partners San Diego, California $4.41B AUM 36.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
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
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

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

Belpointe Asset Management reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 39% in Q2 2026, selling an estimated $899K and leaving 32,231 shares worth $1.23M. The position accounts for 0.04% of the portfolio, ranked #427.

Belpointe Asset Management first reported a position in SGOL in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.37M in Q1 2026. 462 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

  • Belpointe Asset Management held 32,231 shares of abrdn Physical Gold Shares ETF worth $1.23M as of Q2 2026.
  • Belpointe Asset Management sold 20,926 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $899K.
  • abrdn Physical Gold Shares ETF made up 0.04% of Belpointe Asset Management's portfolio in Q2 2026, its #427 holding.
  • Belpointe Asset Management first reported a position in abrdn Physical Gold Shares ETF in Q1 2020 and has held it in 26 quarters since.
  • Belpointe Asset Management's abrdn Physical Gold Shares ETF position peaked at $2.37M in Q1 2026.
  • 462 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.