Blue Capital Inc’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Blue Capital Inc’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	$1.23M	Sell	27,631 -14	-0.1%	-$650	0.81%	42
2025 Q4	$1.14M	Sell	27,645 -13,644	-33%	-$540K	0.81%	40
2025 Q3	$1.52M	Sell	41,289 -411	-1%	-$13.6K	1.13%	33
2025 Q2	$1.32M	Buy	+41,700	New	+$1.31M	0.93%	38
2024 Q4	$1.27M	Buy	+50,650	New	+$1.29M	0.9%	35

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

Blue Capital Inc's SGOL Position: Q1 2026 in Review

Blue Capital Inc reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 0.05% in Q1 2026, selling an estimated $650 and leaving 27,631 shares worth $1.23M. The position accounts for 0.81% of the portfolio, ranked #42.

Blue Capital Inc first reported a position in SGOL in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.52M in Q3 2025. 484 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

Blue Capital Inc held 27,631 shares of abrdn Physical Gold Shares ETF worth $1.23M as of Q1 2026.
Blue Capital Inc sold 14 abrdn Physical Gold Shares ETF shares in Q1 2026, an estimated $650.
abrdn Physical Gold Shares ETF made up 0.81% of Blue Capital Inc's portfolio in Q1 2026, its #42 holding.
Blue Capital Inc first reported a position in abrdn Physical Gold Shares ETF in Q4 2024 and has held it in 5 quarters since.
Blue Capital Inc's abrdn Physical Gold Shares ETF position peaked at $1.52M in Q3 2025.
484 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on Blue Capital Inc's 13F filing for Q1 2026, filed 24 Apr 2026.