Bullock Wealth Management’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Bullock Wealth 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	$6.69K	Hold	174	–	–	﹤0.01%	479
2026 Q1	$7.9K	Hold	174	–	–	﹤0.01%	448
2025 Q4	$7.15K	Hold	174	–	–	﹤0.01%	446
2025 Q3	$6.42K	Hold	174	–	–	﹤0.01%	469
2025 Q2	$5.54K	Hold	174	–	–	﹤0.01%	453
2025 Q1	$5.18K	Hold	174	–	–	﹤0.01%	444
2024 Q4	$4.36K	Hold	174	–	–	﹤0.01%	459
2024 Q3	$4.42K	Hold	174	–	–	﹤0.01%	441
2024 Q2	$3.88K	Hold	174	–	–	﹤0.01%	427
2024 Q1	$3.73K	Buy	+174	New	+$3.45K	﹤0.01%	440

Other funds holding SGOL

MGP

Metis Global Partners San Diego, California $4.41B AUM 36.75% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Bullock Wealth Management's SGOL Position: Q2 2026 in Review

Bullock Wealth Management held its abrdn Physical Gold Shares ETF (SGOL) position steady in Q2 2026 at 174 shares worth $6.69K. The position accounts for ﹤0.01% of the portfolio, ranked #479.

Bullock Wealth Management first reported a position in SGOL in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.9K in Q1 2026. 467 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Bullock Wealth Management held 174 shares of abrdn Physical Gold Shares ETF worth $6.69K as of Q2 2026.
Bullock Wealth Management left its abrdn Physical Gold Shares ETF share count unchanged in Q2 2026.
abrdn Physical Gold Shares ETF made up ﹤0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #479 holding.
Bullock Wealth Management first reported a position in abrdn Physical Gold Shares ETF in Q1 2024 and has held it in 10 quarters since.
Bullock Wealth Management's abrdn Physical Gold Shares ETF position peaked at $7.9K in Q1 2026.
467 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.