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Berkeley Capital Partners’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Berkeley Capital Partners’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 		$558K Buy
12,503
+120
+1% +$5.57K 0.13% 125
2025
Q4 		$509K Hold
12,383
– – 0.12% 137
2025
Q3 		$456K Buy
12,383
+314
+3% +$10.4K 0.11% 130
2025
Q2 		$381K Buy
+12,069
New +$378K 0.1% 134

Other funds holding SGOL

MGP
Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
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

Berkeley Capital Partners's SGOL Position: Q1 2026 in Review

Berkeley Capital Partners increased its abrdn Physical Gold Shares ETF (SGOL) stake by 0.97% in Q1 2026, buying an estimated $5.57K and bringing the position to 12,503 shares worth $558K. The position accounts for 0.13% of the portfolio, ranked #125.

Berkeley Capital Partners first reported a position in SGOL in Q2 2025 and has held it in 4 quarters since. 484 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

  • Berkeley Capital Partners held 12,503 shares of abrdn Physical Gold Shares ETF worth $558K as of Q1 2026.
  • Berkeley Capital Partners bought 120 abrdn Physical Gold Shares ETF shares in Q1 2026, an estimated $5.57K.
  • abrdn Physical Gold Shares ETF made up 0.13% of Berkeley Capital Partners's portfolio in Q1 2026, its #125 holding.
  • Berkeley Capital Partners first reported a position in abrdn Physical Gold Shares ETF in Q2 2025 and has held it in 4 quarters since.
  • 484 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

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