Centurion Wealth Management’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Centurion 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	$3.53M	Sell	92,305 -1,250	-1%	-$53.7K	0.84%	26
2026 Q1	$4.17M	Sell	93,555 -1,251	-1%	-$58.1K	0.94%	24
2025 Q4	$3.89M	Buy	94,806 +500	+0.5%	+$19.8K	0.86%	28
2025 Q3	$3.47M	Buy	+94,306	New	+$3.11M	0.79%	28

Other funds holding SGOL

Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Ervin Investment Management Seattle, Washington $184M AUM 22.19% 1-Year Est. Return

Kastel Capital Advisors Wellesley, Massachusetts $158M AUM

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return