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Castle Wealth Management’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Castle 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 		– Sell
-21,000
Closed -$863K – 136
2025
Q4 		$863K Buy
+21,000
New +$831K 0.29% 67

Other funds holding SGOL

MGP
Metis Global Partners San Diego, California $4.41B AUM 36.75% 1-Year Est. Return
JP Morgan Chase
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return

Castle Wealth Management's SGOL Position: Q1 2026 in Review

Castle Wealth Management sold out of abrdn Physical Gold Shares ETF (SGOL) in Q1 2026, closing a stake of 21,000 shares — an estimated $863K sold.

Castle Wealth Management first reported a position in SGOL in Q4 2025 and held it in 1 quarter. The position peaked at $863K in Q4 2025. 488 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

  • Castle Wealth Management reported no remaining abrdn Physical Gold Shares ETF position as of Q1 2026 after selling out during the quarter.
  • Castle Wealth Management sold 21,000 abrdn Physical Gold Shares ETF shares in Q1 2026, an estimated $863K.
  • Castle Wealth Management first reported a position in abrdn Physical Gold Shares ETF in Q4 2025 and held it in 1 quarter.
  • Castle Wealth Management's abrdn Physical Gold Shares ETF position peaked at $863K in Q4 2025.
  • 488 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on Castle Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.