Cascade Financial Partners’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Cascade Financial Partners’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	$473K	Hold	12,370	–	–	0.04%	181
2026 Q1	$552K	Hold	12,370	–	–	0.06%	159
2025 Q4	$508K	Hold	12,370	–	–	0.05%	168
2025 Q3	$455K	Hold	12,370	–	–	0.05%	172
2025 Q2	$390K	Hold	12,370	–	–	0.05%	179
2025 Q1	$369K	Buy	12,370 +2,100	+20%	+$57.5K	0.05%	181
2024 Q4	$257K	Sell	10,270 -250	-2%	-$6.35K	0.03%	211
2024 Q3	$276K	Sell	10,520 -550	-5%	-$13K	0.03%	195
2024 Q2	$246K	Sell	11,070 -1,220	-10%	-$27.3K	0.03%	200
2024 Q1	$275K	Buy	+12,290	New	+$243K	0.04%	185

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

Cascade Financial Partners's SGOL Position: Q2 2026 in Review

Cascade Financial Partners held its abrdn Physical Gold Shares ETF (SGOL) position steady in Q2 2026 at 12,370 shares worth $473K. The position accounts for 0.04% of the portfolio, ranked #181.

Cascade Financial Partners first reported a position in SGOL in Q1 2024 and has held it in 10 quarters since. The position peaked at $552K in Q1 2026. 466 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Cascade Financial Partners held 12,370 shares of abrdn Physical Gold Shares ETF worth $473K as of Q2 2026.
Cascade Financial Partners left its abrdn Physical Gold Shares ETF share count unchanged in Q2 2026.
abrdn Physical Gold Shares ETF made up 0.04% of Cascade Financial Partners's portfolio in Q2 2026, its #181 holding.
Cascade Financial Partners first reported a position in abrdn Physical Gold Shares ETF in Q1 2024 and has held it in 10 quarters since.
Cascade Financial Partners's abrdn Physical Gold Shares ETF position peaked at $552K in Q1 2026.
466 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.