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 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 $4.07B 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

Cascade Financial Partners's SGOL Position: Q1 2026 in Review

Cascade Financial Partners held its abrdn Physical Gold Shares ETF (SGOL) position steady in Q1 2026 at 12,370 shares worth $552K. The position accounts for 0.06% of the portfolio, ranked #159.

Cascade Financial Partners first reported a position in SGOL in Q1 2024 and has held it in 9 quarters since. 484 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

Cascade Financial Partners held 12,370 shares of abrdn Physical Gold Shares ETF worth $552K as of Q1 2026.
Cascade Financial Partners left its abrdn Physical Gold Shares ETF share count unchanged in Q1 2026.
abrdn Physical Gold Shares ETF made up 0.06% of Cascade Financial Partners's portfolio in Q1 2026, its #159 holding.
Cascade Financial Partners first reported a position in abrdn Physical Gold Shares ETF in Q1 2024 and has held it in 9 quarters since.
484 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.