Blue Bell Private Wealth Management’s abrdn Physical Gold Shares ETF SGOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.24M | Sell |
58,642
-70
| -0.1% | -$3.01K | 0.28% | 70 |
|
|
2026
Q1 | $2.62M | Sell |
58,712
-233
| -0.4% | -$10.8K | 0.38% | 48 |
|
|
2025
Q4 | $2.42M | Sell |
58,945
-626
| -1% | -$24.8K | 0.36% | 49 |
|
|
2025
Q3 | $2.19M | Hold |
59,571
| – | – | 0.33% | 54 |
|
|
2025
Q2 | $1.88M | Sell |
59,571
-1,090
| -2% | -$34.2K | 0.31% | 56 |
|
|
2025
Q1 | $1.81M | Hold |
60,661
| – | – | 0.34% | 54 |
|
|
2024
Q4 | $1.52M | Buy |
60,661
+370
| +0.6% | +$9.4K | 0.29% | 60 |
|
|
2024
Q3 | $1.52M | Sell |
60,291
-2,850
| -5% | -$67.4K | 0.29% | 62 |
|
|
2024
Q2 | $1.4M | Sell |
63,141
-998
| -2% | -$22.3K | 0.29% | 62 |
|
|
2024
Q1 | $1.36M | Sell |
64,139
-11,640
| -15% | -$231K | 0.29% | 60 |
|
|
2023
Q4 | $1.5M | Sell |
75,779
-4,467
| -6% | -$84.5K | 0.36% | 50 |
|
|
2023
Q3 | $1.42M | Sell |
80,246
-270
| -0.3% | -$4.98K | 0.38% | 46 |
|
|
2023
Q2 | $1.48M | Hold |
80,516
| – | – | 0.39% | 40 |
|
|
2023
Q1 | $1.52M | Sell |
80,516
-121
| -0.2% | -$2.19K | 0.46% | 32 |
|
|
2022
Q4 | $1.41M | Sell |
80,637
-370
| -0.5% | -$6.13K | 0.46% | 33 |
|
|
2022
Q3 | $1.29M | Sell |
81,007
-900
| -1% | -$14.9K | 0.46% | 29 |
|
|
2022
Q2 | $1.42M | Sell |
81,907
-2,375
| -3% | -$42.6K | 0.48% | 27 |
|
|
2022
Q1 | $1.57M | Sell |
84,282
-570
| -0.7% | -$10.3K | 0.44% | 26 |
|
|
2021
Q4 | $1.49M | Sell |
84,852
-4,700
| -5% | -$81K | 0.39% | 30 |
|
|
2021
Q3 | $1.51M | Buy |
89,552
+4,221
| +5% | +$72.5K | 0.44% | 28 |
|
|
2021
Q2 | $1.45M | Sell |
85,331
-2,205
| -3% | -$38.4K | 0.42% | 29 |
|
|
2021
Q1 | $1.44M | Buy |
87,536
+2,008
| +2% | +$34.6K | 0.44% | 30 |
|
|
2020
Q4 | $1.56M | Sell |
85,528
-850
| -1% | -$15.3K | 0.54% | 28 |
|
|
2020
Q3 | $1.57M | Sell |
86,378
-526
| -0.6% | -$9.68K | 0.64% | 24 |
|
|
2020
Q2 | $1.49M | Buy |
86,904
+54
| +0.1% | +$891 | 0.69% | 23 |
|
|
2020
Q1 | $1.32M | Sell |
86,850
-1,770
| -2% | -$27K | 0.73% | 21 |
|
|
2019
Q4 | $1.3M | Sell |
88,620
-540
| -0.6% | -$7.71K | 0.52% | 24 |
|
|
2019
Q3 | $1.27M | Sell |
89,160
-720
| -0.8% | -$10.2K | 0.58% | 24 |
|
|
2019
Q2 | $1.22M | Sell |
89,880
-1,730
| -2% | -$21.8K | 0.56% | 25 |
|
|
2019
Q1 | $1.14M | Sell |
91,610
-6,120
| -6% | -$76.9K | 0.53% | 26 |
|
|
2018
Q4 | $1.21M | Sell |
97,730
-7,770
| -7% | -$92.1K | 0.64% | 21 |
|
|
2018
Q3 | $1.21M | Sell |
105,500
-3,730
| -3% | -$43.7K | 0.52% | 26 |
|
|
2018
Q2 | $1.32M | Sell |
109,230
-6,840
| -6% | -$86.4K | 0.6% | 25 |
|
|
2018
Q1 | $1.49M | Buy |
116,070
+70
| +0.1% | +$901 | 0.65% | 24 |
|
|
2017
Q4 | $1.46M | Sell |
116,000
-550
| -0.5% | -$6.8K | 0.66% | 25 |
|
|
2017
Q3 | $1.45M | Sell |
116,550
-2,360
| -2% | -$29.3K | 0.69% | 23 |
|
|
2017
Q2 | $1.43M | Buy |
118,910
+3,850
| +3% | +$47K | 0.71% | 24 |
|
|
2017
Q1 | $1.39M | Sell |
115,060
-2,360
| -2% | -$28K | 0.76% | 22 |
|
|
2016
Q4 | $1.31M | Sell |
117,420
-4,170
| -3% | -$49.4K | 0.8% | 21 |
|
|
2016
Q3 | $1.56M | Buy |
121,590
+16,860
| +16% | +$219K | 0.91% | 19 |
|
|
2016
Q2 | $1.35M | Buy |
104,730
+24,060
| +30% | +$295K | 0.87% | 20 |
|
|
2016
Q1 | $969K | Buy |
80,670
+13,550
| +20% | +$157K | 0.66% | 22 |
|
|
2015
Q4 | $695K | Sell |
67,120
-33,360
| -33% | -$360K | 0.47% | 36 |
|
|
2015
Q3 | $1.1M | Buy |
100,480
+3,430
| +4% | +$37.7K | 0.75% | 24 |
|
|
2015
Q2 | $1.11M | Buy |
97,050
+18,400
| +23% | +$215K | 0.67% | 26 |
|
|
2015
Q1 | $911K | Sell |
78,650
-700
| -0.9% | -$8.35K | 0.55% | 31 |
|
|
2014
Q4 | $919K | Buy |
79,350
+1,050
| +1% | +$12.4K | 0.53% | 32 |
|
|
2014
Q3 | $928K | Buy |
78,300
+12,300
| +19% | +$155K | 0.56% | 26 |
|
|
2014
Q2 | $861K | Buy |
66,000
+19,050
| +41% | +$241K | 0.52% | 30 |
|
|
2014
Q1 | $592K | Buy |
46,950
+5,000
| +12% | +$63.6K | 0.4% | 43 |
|
|
2013
Q4 | $497K | Buy |
41,950
+21,800
| +108% | +$273K | 0.38% | 51 |
|
|
2013
Q3 | $263K | Buy |
+20,150
| New | +$264K | 0.26% | 57 |
|
Other funds holding SGOL
MGP
AIP
WA
Blue Bell Private Wealth Management's SGOL Position: Q2 2026 in Review
Blue Bell Private Wealth Management reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 0.12% in Q2 2026, selling an estimated $3.01K and leaving 58,642 shares worth $2.24M. The position accounts for 0.28% of the portfolio, ranked #70.
Blue Bell Private Wealth Management first reported a position in SGOL in Q3 2013 and has held it in 52 quarters since. The position peaked at $2.62M in Q1 2026. 462 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.
- Blue Bell Private Wealth Management held 58,642 shares of abrdn Physical Gold Shares ETF worth $2.24M as of Q2 2026.
- Blue Bell Private Wealth Management sold 70 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $3.01K.
- abrdn Physical Gold Shares ETF made up 0.28% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #70 holding.
- Blue Bell Private Wealth Management first reported a position in abrdn Physical Gold Shares ETF in Q3 2013 and has held it in 52 quarters since.
- Blue Bell Private Wealth Management's abrdn Physical Gold Shares ETF position peaked at $2.62M in Q1 2026.
- 462 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.
Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.