Betterment LLC
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Betterment LLC’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Betterment LLC’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 		$949K Buy
24,815
+76
+0.3% +$3.27K ﹤0.01% 360
2026
Q1 		$1.1M Sell
24,739
-4,733
-16% -$220K ﹤0.01% 312
2025
Q4 		$1.21M Buy
29,472
+11,542
+64% +$457K ﹤0.01% 284
2025
Q3 		$660K Buy
17,930
+558
+3% +$18.4K ﹤0.01% 340
2025
Q2 		$548K Sell
17,372
-3,061
-15% -$95.9K ﹤0.01% 346
2025
Q1 		$609K Sell
20,433
-876
-4% -$24K ﹤0.01% 314
2024
Q4 		$534K Sell
21,309
-662
-3% -$16.8K ﹤0.01% 318
2024
Q3 		$552K Sell
21,971
-833
-4% -$19.7K ﹤0.01% 300
2024
Q2 		$507K Sell
22,804
-584
-2% -$13K ﹤0.01% 284
2024
Q1 		$497K Sell
23,388
-1,368
-6% -$27.1K ﹤0.01% 261
2023
Q4 		$489K Sell
24,756
-1,736
-7% -$32.8K ﹤0.01% 231
2023
Q3 		$469K Sell
26,492
-1,295
-5% -$23.9K ﹤0.01% 219
2023
Q2 		$510K Sell
27,787
-586
-2% -$11.1K ﹤0.01% 197
2023
Q1 		$535K Sell
28,373
-1,358
-5% -$24.6K ﹤0.01% 193
2022
Q4 		$519K Sell
29,731
-2,921
-9% -$48.4K ﹤0.01% 182
2022
Q3 		$566K Hold
32,652
– – ﹤0.01% 171
2022
Q2 		$566K Sell
32,652
-1,030
-3% -$18.5K ﹤0.01% 171
2022
Q1 		$626K Buy
33,682
+17
+0.1% +$306 ﹤0.01% 165
2021
Q4 		$591K Sell
33,665
-2,363
-7% -$40.7K ﹤0.01% 154
2021
Q3 		$607K Buy
36,028
+264
+0.7% +$4.54K ﹤0.01% 148
2021
Q2 		$608K Buy
35,764
+128
+0.4% +$2.23K ﹤0.01% 134
2021
Q1 		$584K Buy
35,636
+5,425
+18% +$93.5K ﹤0.01% 110
2020
Q4 		$552K Buy
30,211
+607
+2% +$11K ﹤0.01% 106
2020
Q3 		$537K Sell
29,604
-1,378
-4% -$25.4K ﹤0.01% 93
2020
Q2 		$531K Buy
30,982
+4,003
+15% +$66.1K ﹤0.01% 95
2020
Q1 		$409K Sell
26,979
-29,303
-52% -$446K ﹤0.01% 95
2019
Q4 		$823K Sell
56,282
-5,788
-9% -$82.7K ﹤0.01% 82
2019
Q3 		$844K Hold
62,070
– – ﹤0.01% 79
2019
Q2 		$844K Sell
62,070
-4,890
-7% -$61.7K ﹤0.01% 79
2019
Q1 		$834K Sell
66,960
-1,030
-2% -$12.9K 0.01% 78
2018
Q4 		$841K Sell
67,990
-2,880
-4% -$34.1K 0.01% 77
2018
Q3 		$815K Sell
70,870
-5,730
-7% -$67.1K 0.01% 76
2018
Q2 		$927K Sell
76,600
-1,230
-2% -$15.5K 0.01% 74
2018
Q1 		$994K Buy
77,830
+6,880
+10% +$88.5K 0.01% 72
2017
Q4 		$895K Buy
70,950
+6,610
+10% +$81.8K 0.01% 64
2017
Q3 		$798K Buy
64,340
+9,060
+16% +$112K 0.01% 58
2017
Q2 		$666K Buy
55,280
+9,560
+21% +$117K 0.01% 51
2017
Q1 		$554K Buy
45,720
+22,160
+94% +$263K 0.01% 51
2016
Q4 		$263K Buy
+23,560
New +$279K ﹤0.01% 57

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

Betterment LLC's SGOL Position: Q2 2026 in Review

Betterment LLC increased its abrdn Physical Gold Shares ETF (SGOL) stake by 0.31% in Q2 2026, buying an estimated $3.27K and bringing the position to 24,815 shares worth $949K. The position accounts for ﹤0.01% of the portfolio, ranked #360.

Betterment LLC first reported a position in SGOL in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.21M in Q4 2025. 462 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

  • Betterment LLC held 24,815 shares of abrdn Physical Gold Shares ETF worth $949K as of Q2 2026.
  • Betterment LLC bought 76 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $3.27K.
  • abrdn Physical Gold Shares ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #360 holding.
  • Betterment LLC first reported a position in abrdn Physical Gold Shares ETF in Q4 2016 and has held it in 39 quarters since.
  • Betterment LLC's abrdn Physical Gold Shares ETF position peaked at $1.21M in Q4 2025.
  • 462 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.