Centerpoint Advisors’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Centerpoint Advisors’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	$123K	Hold	3,224	–	–	0.03%	107
2026 Q1	$144K	Hold	3,224	–	–	0.05%	100
2025 Q4	$132K	Hold	3,224	–	–	0.04%	108
2025 Q3	$119K	Hold	3,224	–	–	0.04%	115
2025 Q2	$102K	Hold	3,224	–	–	0.03%	116
2025 Q1	$96K	Hold	3,224	–	–	0.04%	120
2024 Q4	$81K	Buy	+3,224	New	+$81.9K	0.03%	140

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 $103B AUM 28.65% 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

Centerpoint Advisors's SGOL Position: Q2 2026 in Review

Centerpoint Advisors held its abrdn Physical Gold Shares ETF (SGOL) position steady in Q2 2026 at 3,224 shares worth $123K. The position accounts for 0.03% of the portfolio, ranked #107.

Centerpoint Advisors first reported a position in SGOL in Q4 2024 and has held it in 7 quarters since. The position peaked at $144K in Q1 2026. 462 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Centerpoint Advisors held 3,224 shares of abrdn Physical Gold Shares ETF worth $123K as of Q2 2026.
Centerpoint Advisors left its abrdn Physical Gold Shares ETF share count unchanged in Q2 2026.
abrdn Physical Gold Shares ETF made up 0.03% of Centerpoint Advisors's portfolio in Q2 2026, its #107 holding.
Centerpoint Advisors first reported a position in abrdn Physical Gold Shares ETF in Q4 2024 and has held it in 7 quarters since.
Centerpoint Advisors's abrdn Physical Gold Shares ETF position peaked at $144K in Q1 2026.
462 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.