BOS Asset Management’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

BOS Asset Management’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	$2.14M	Sell	55,958 -14,717	-21%	-$632K	0.5%	47
2026 Q1	$3.15M	Sell	70,675 -400	-0.6%	-$18.6K	0.81%	32
2025 Q4	$2.92M	Hold	71,075	–	–	0.78%	35
2025 Q3	$2.62M	Sell	71,075 -22	-0%	-$726	0.74%	34
2025 Q2	$2.24M	Sell	71,097 -1,526	-2%	-$47.8K	0.72%	34
2025 Q1	$2.17M	Buy	72,623 +200	+0.3%	+$5.47K	0.74%	30
2024 Q4	$1.81M	Sell	72,423 -13,318	-16%	-$338K	0.65%	32
2024 Q3	$2.15M	Hold	85,741	–	–	0.79%	25
2024 Q2	$1.91M	Sell	85,741 -7,757	-8%	-$173K	0.88%	25
2024 Q1	$1.99M	Sell	93,498 -21,787	-19%	-$432K	1.04%	23
2023 Q4	$2.28M	Sell	115,285 -24,434	-17%	-$462K	1.56%	14
2023 Q3	$2.47M	Sell	139,719 -34,251	-20%	-$631K	1.81%	10
2023 Q2	$3.2M	Sell	173,970 -20,000	-10%	-$379K	2.48%	7
2023 Q1	$3.66M	Sell	193,970 -14,300	-7%	-$259K	3.05%	5
2022 Q4	$3.64M	Buy	+208,270	New	+$3.45M	3.25%	5

Other funds holding SGOL

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

NDSI

Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Cypress Capital Franklin, Tennessee $370M AUM 16.36% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

EIM

Ervin Investment Management Seattle, Washington $184M AUM 22.19% 1-Year Est. Return

CRA

Clear Retirement Advice San Mateo, California $146M AUM

BOS Asset Management's SGOL Position: Q2 2026 in Review

BOS Asset Management reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 21% in Q2 2026, selling an estimated $632K and leaving 55,958 shares worth $2.14M. The position accounts for 0.5% of the portfolio, ranked #47.

BOS Asset Management first reported a position in SGOL in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.66M in Q1 2023. 73 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

BOS Asset Management held 55,958 shares of abrdn Physical Gold Shares ETF worth $2.14M as of Q2 2026.
BOS Asset Management sold 14,717 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $632K.
abrdn Physical Gold Shares ETF made up 0.5% of BOS Asset Management's portfolio in Q2 2026, its #47 holding.
BOS Asset Management first reported a position in abrdn Physical Gold Shares ETF in Q4 2022 and has held it in 15 quarters since.
BOS Asset Management's abrdn Physical Gold Shares ETF position peaked at $3.66M in Q1 2023.
73 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on BOS Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.