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Cassaday & Co Wealth Management’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Cassaday & Co 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
Q1 		$528K Hold
11,843
– – 0.01% 213
2025
Q4 		$487K Buy
+11,843
New +$469K 0.01% 225

Other funds holding SGOL

MGP
Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
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

Cassaday & Co Wealth Management's SGOL Position: Q1 2026 in Review

Cassaday & Co Wealth Management held its abrdn Physical Gold Shares ETF (SGOL) position steady in Q1 2026 at 11,843 shares worth $528K. The position accounts for 0.01% of the portfolio, ranked #213.

Cassaday & Co Wealth Management first reported a position in SGOL in Q4 2025 and has held it in 2 quarters since. 484 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

  • Cassaday & Co Wealth Management held 11,843 shares of abrdn Physical Gold Shares ETF worth $528K as of Q1 2026.
  • Cassaday & Co Wealth Management left its abrdn Physical Gold Shares ETF share count unchanged in Q1 2026.
  • abrdn Physical Gold Shares ETF made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #213 holding.
  • Cassaday & Co Wealth Management first reported a position in abrdn Physical Gold Shares ETF in Q4 2025 and has held it in 2 quarters since.
  • 484 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.