Bessemer Group’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Bessemer Group’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	$4.21M	Hold	94,241	–	–	0.01%	542
2025 Q4	$3.87M	Buy	+94,241	New	+$3.73M	0.01%	497
2022 Q4	–	Sell	-122,850	Closed	-$1.96M	–	2123
2022 Q3	$1.96M	Buy	+122,850	New	+$2.03M	0.01%	456
2015 Q4	–	Sell	-27,800	Closed	-$303K	–	1704
2015 Q3	$303K	Hold	27,800	–	–	﹤0.01%	710
2015 Q2	$319K	Sell	27,800 -27,800	-50%	-$325K	﹤0.01%	700
2015 Q1	$644K	Hold	55,600	–	–	﹤0.01%	582
2014 Q4	$644K	Hold	55,600	–	–	﹤0.01%	548
2014 Q3	$659K	Hold	55,600	–	–	﹤0.01%	535
2014 Q2	$725K	Hold	55,600	–	–	﹤0.01%	511
2014 Q1	$701K	Buy	55,600 +18,600	+50%	+$236K	﹤0.01%	489
2013 Q4	$438K	Buy	+37,000	New	+$463K	﹤0.01%	563

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

Bessemer Group's SGOL Position: Q1 2026 in Review

Bessemer Group held its abrdn Physical Gold Shares ETF (SGOL) position steady in Q1 2026 at 94,241 shares worth $4.21M. The position accounts for 0.01% of the portfolio, ranked #542.

Bessemer Group first reported a position in SGOL in Q4 2013 and has held it in 11 quarters since. 484 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

Bessemer Group held 94,241 shares of abrdn Physical Gold Shares ETF worth $4.21M as of Q1 2026.
Bessemer Group left its abrdn Physical Gold Shares ETF share count unchanged in Q1 2026.
abrdn Physical Gold Shares ETF made up 0.01% of Bessemer Group's portfolio in Q1 2026, its #542 holding.
Bessemer Group first reported a position in abrdn Physical Gold Shares ETF in Q4 2013 and has held it in 11 quarters since.
484 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.