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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 0.85% 28
2025
Q3 		$3.47M Buy
+94,306
New +$3.11M 0.79% 28

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

Centurion Wealth Management's SGOL Position: Q2 2026 in Review

Centurion Wealth Management reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 1.3% in Q2 2026, selling an estimated $53.7K and leaving 92,305 shares worth $3.53M. The position accounts for 0.84% of the portfolio, ranked #26.

Centurion Wealth Management first reported a position in SGOL in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.17M in Q1 2026. 466 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

  • Centurion Wealth Management held 92,305 shares of abrdn Physical Gold Shares ETF worth $3.53M as of Q2 2026.
  • Centurion Wealth Management sold 1,250 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $53.7K.
  • abrdn Physical Gold Shares ETF made up 0.84% of Centurion Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Centurion Wealth Management first reported a position in abrdn Physical Gold Shares ETF in Q3 2025 and has held it in 4 quarters since.
  • Centurion Wealth Management's abrdn Physical Gold Shares ETF position peaked at $4.17M in Q1 2026.
  • 466 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.