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

Castleview 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 		– Sell
-9,147
Closed -$408K – 242
2026
Q1 		$408K Sell
9,147
-4,983
-35% -$231K 0.21% 112
2025
Q4 		$580K Buy
+14,130
New +$559K 0.29% 77
2025
Q3 		– Sell
-22,360
Closed -$705K – 195
2025
Q2 		$705K Buy
22,360
+4,160
+23% +$130K 0.45% 48
2025
Q1 		$543K Buy
18,200
+15,771
+649% +$431K 0.37% 73
2024
Q4 		$61.7K Buy
2,429
+1,209
+99% +$30.7K 0.03% 312
2024
Q3 		$30.7K Buy
1,220
+353
+41% +$8.35K 0.02% 392
2024
Q2 		$19.3K Hold
867
– – 0.01% 445
2024
Q1 		$18.4K Hold
867
– – 0.01% 477
2023
Q4 		$17.1K Buy
+867
New +$16.4K 0.01% 454
2022
Q3 		– Sell
-259
Closed -$20.2K – 736
2022
Q2 		$20.2K Sell
259
-6,012
-96% -$108K 0.02% 387
2022
Q1 		$116K Sell
6,271
-13,747
-69% -$248K 0.07% 217
2021
Q4 		$1.14K Buy
+20,018
New +$345K 0.01% 372

Other funds holding SGOL

EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
NDSI
Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
CC
Cypress Capital Franklin, Tennessee $370M AUM 16.36% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return
EIM
Ervin Investment Management Seattle, Washington $184M AUM 22.19% 1-Year Est. Return
CRA
Clear Retirement Advice San Mateo, California $146M AUM

Castleview Partners's SGOL Position: Q2 2026 in Review

Castleview Partners sold out of abrdn Physical Gold Shares ETF (SGOL) in Q2 2026, closing a stake of 9,147 shares — an estimated $408K sold.

Castleview Partners first reported a position in SGOL in Q4 2021 and held it in 12 quarters. The position peaked at $705K in Q2 2025. 76 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

  • Castleview Partners reported no remaining abrdn Physical Gold Shares ETF position as of Q2 2026 after selling out during the quarter.
  • Castleview Partners sold 9,147 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $408K.
  • Castleview Partners first reported a position in abrdn Physical Gold Shares ETF in Q4 2021 and held it in 12 quarters.
  • Castleview Partners's abrdn Physical Gold Shares ETF position peaked at $705K in Q2 2025.
  • 76 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.