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 Q3	$329K	Buy	+8,314	New	+$337K	0.14%	154
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	Buy	+6,271	New	+$113K	0.07%	217

Other funds holding SGOL

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Newman Dignan & Sheerar Inc Providence, Rhode Island $525M AUM 18.66% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Fulcrum Wealth Advisors Bellevue, Washington $144M AUM 21.17% 1-Year Est. Return

Cypress Capital Franklin, Tennessee $377M AUM 11.3% 1-Year Est. Return

CMAI

Capital Management Associates Inc Minneapolis, Minnesota $499M AUM 17.81% 1-Year Est. Return

Castleview Partners's SGOL Position: Q3 2026 in Review

Castleview Partners opened a new position in abrdn Physical Gold Shares ETF (SGOL) in Q3 2026: 8,314 shares worth $329K. The stake represents 0.14% of the portfolio and ranks #154 among its holdings. This is a return to the name: Castleview Partners previously reported a position in SGOL as recently as Q1 2026.

Castleview Partners first reported a position in SGOL in Q1 2022 and has held it in 12 quarters since. The position peaked at $705K in Q2 2025. 121 funds tracked by Wall St. Rank hold SGOL as of Q3 2026.

Castleview Partners held 8,314 shares of abrdn Physical Gold Shares ETF worth $329K as of Q3 2026.
abrdn Physical Gold Shares ETF was a new Castleview Partners position in Q3 2026.
abrdn Physical Gold Shares ETF made up 0.14% of Castleview Partners's portfolio in Q3 2026, its #154 holding.
Castleview Partners first reported a position in abrdn Physical Gold Shares ETF in Q1 2022 and has held it in 12 quarters since.
Castleview Partners's abrdn Physical Gold Shares ETF position peaked at $705K in Q2 2025.
121 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.