Center for Financial Planning’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Center for Financial Planning’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	$80.3K	Hold	2,100	–	–	0.01%	264
2026 Q1	$93.7K	Hold	2,100	–	–	0.01%	239
2025 Q4	$86.3K	Hold	2,100	–	–	0.01%	246
2025 Q3	$77.3K	Hold	2,100	–	–	0.01%	260
2025 Q2	$66.2K	Hold	2,100	–	–	0.01%	262
2025 Q1	$62.6K	Hold	2,100	–	–	0.01%	259
2024 Q4	$52.6K	Hold	2,100	–	–	0.01%	261
2024 Q3	$52.8K	Hold	2,100	–	–	0.01%	240
2024 Q2	$46.7K	Buy	+2,100	New	+$46.9K	0.01%	241

Other funds holding SGOL

MGP

Metis Global Partners San Diego, California $4.41B AUM 36.75% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Center for Financial Planning's SGOL Position: Q2 2026 in Review

Center for Financial Planning held its abrdn Physical Gold Shares ETF (SGOL) position steady in Q2 2026 at 2,100 shares worth $80.3K. The position accounts for 0.01% of the portfolio, ranked #264.

Center for Financial Planning first reported a position in SGOL in Q2 2024 and has held it in 9 quarters since. The position peaked at $93.7K in Q1 2026. 467 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Center for Financial Planning held 2,100 shares of abrdn Physical Gold Shares ETF worth $80.3K as of Q2 2026.
Center for Financial Planning left its abrdn Physical Gold Shares ETF share count unchanged in Q2 2026.
abrdn Physical Gold Shares ETF made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #264 holding.
Center for Financial Planning first reported a position in abrdn Physical Gold Shares ETF in Q2 2024 and has held it in 9 quarters since.
Center for Financial Planning's abrdn Physical Gold Shares ETF position peaked at $93.7K in Q1 2026.
467 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.