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Cauble & Harre Wealth Management’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Cauble & Harre 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
Q2 		$1.26M Sell
32,992
-8,755
-21% -$376K 1.01% 25
2026
Q1 		$1.87M Buy
41,747
+3,354
+9% +$156K 1.49% 18
2025
Q4 		$1.58M Buy
+38,393
New +$1.52M 1.32% 21

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 $103B AUM 28.65% 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

Cauble & Harre Wealth Management's SGOL Position: Q2 2026 in Review

Cauble & Harre Wealth Management reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 21% in Q2 2026, selling an estimated $376K and leaving 32,992 shares worth $1.26M. The position accounts for 1.01% of the portfolio, ranked #25.

Cauble & Harre Wealth Management first reported a position in SGOL in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.87M in Q1 2026. 462 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

  • Cauble & Harre Wealth Management held 32,992 shares of abrdn Physical Gold Shares ETF worth $1.26M as of Q2 2026.
  • Cauble & Harre Wealth Management sold 8,755 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $376K.
  • abrdn Physical Gold Shares ETF made up 1.01% of Cauble & Harre Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Cauble & Harre Wealth Management first reported a position in abrdn Physical Gold Shares ETF in Q4 2025 and has held it in 3 quarters since.
  • Cauble & Harre Wealth Management's abrdn Physical Gold Shares ETF position peaked at $1.87M in Q1 2026.
  • 462 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Cauble & Harre Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.