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Burney Company’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Burney Company’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 		– Sell
-5,761
Closed -$257K – 646
2026
Q1 		$257K Buy
+5,761
New +$268K 0.01% 531

Other funds holding SGOL

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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

Burney Company's SGOL Position: Q2 2026 in Review

Burney Company sold out of abrdn Physical Gold Shares ETF (SGOL) in Q2 2026, closing a stake of 5,761 shares — an estimated $257K sold.

Burney Company first reported a position in SGOL in Q1 2026 and held it in 1 quarter. The position peaked at $257K in Q1 2026. 462 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

  • Burney Company reported no remaining abrdn Physical Gold Shares ETF position as of Q2 2026 after selling out during the quarter.
  • Burney Company sold 5,761 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $257K.
  • Burney Company first reported a position in abrdn Physical Gold Shares ETF in Q1 2026 and held it in 1 quarter.
  • Burney Company's abrdn Physical Gold Shares ETF position peaked at $257K in Q1 2026.
  • 462 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.