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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 Buy
+6,271
New +$113K 0.07% 217

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

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 Q1 2022 and held it in 11 quarters. The position peaked at $705K in Q2 2025. 466 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 Q1 2022 and held it in 11 quarters.
  • Castleview Partners's abrdn Physical Gold Shares ETF position peaked at $705K in Q2 2025.
  • 466 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.