Capital Analysts LLC’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Capital Analysts LLC’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	$515K	Sell	11,539 -14,322	-55%	-$665K	0.01%	448
2025 Q4	$1.06M	Hold	25,861	–	–	0.03%	310
2025 Q3	$952K	Sell	25,861 -2,654	-9%	-$87.6K	0.03%	318
2025 Q2	$900K	Buy	28,515 +24	+0.1%	+$752	0.03%	297
2025 Q1	$850K	Sell	28,491 -1,737	-6%	-$47.5K	0.03%	281
2024 Q4	$757K	Sell	30,228 -506	-2%	-$12.9K	0.03%	278
2024 Q3	$772K	Buy	30,734 +30,227	+5,962%	+$715K	0.03%	274
2024 Q2	$11K	Hold	507	–	–	﹤0.01%	949
2024 Q1	$11K	Buy	+507	New	+$10K	﹤0.01%	917
2023 Q4	–	Sell	-558	Closed	-$10K	–	1201
2023 Q3	$10K	Buy	+558	New	+$10.3K	﹤0.01%	887

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

Capital Analysts LLC's SGOL Position: Q1 2026 in Review

Capital Analysts LLC reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 55% in Q1 2026, selling an estimated $665K and leaving 11,539 shares worth $515K. The position accounts for 0.01% of the portfolio, ranked #448.

Capital Analysts LLC first reported a position in SGOL in Q3 2023 and has held it in 10 quarters since. The position peaked at $1.06M in Q4 2025. 484 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

Capital Analysts LLC held 11,539 shares of abrdn Physical Gold Shares ETF worth $515K as of Q1 2026.
Capital Analysts LLC sold 14,322 abrdn Physical Gold Shares ETF shares in Q1 2026, an estimated $665K.
abrdn Physical Gold Shares ETF made up 0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #448 holding.
Capital Analysts LLC first reported a position in abrdn Physical Gold Shares ETF in Q3 2023 and has held it in 10 quarters since.
Capital Analysts LLC's abrdn Physical Gold Shares ETF position peaked at $1.06M in Q4 2025.
484 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.