Cerity Partners’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Cerity Partners’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	$4.69M	Buy	122,660 +77,098	+169%	+$3.31M	0.01%	1133
2026 Q1	$2.03M	Sell	45,562 -1,467	-3%	-$68.1K	﹤0.01%	1481
2025 Q4	$1.96M	Buy	47,029 +1,895	+4%	+$75K	﹤0.01%	1379
2025 Q3	$1.69M	Hold	45,134	–	–	﹤0.01%	1367
2025 Q2	$1.43M	Buy	45,134 +13,424	+42%	+$421K	﹤0.01%	1358
2025 Q1	$946K	Hold	31,710	–	–	﹤0.01%	1449
2024 Q4	$794K	Sell	31,710 -200	-0.6%	-$5.08K	﹤0.01%	1525
2024 Q3	$802K	Buy	31,910 +200	+0.6%	+$4.73K	﹤0.01%	1514
2024 Q2	$705K	Hold	31,710	–	–	﹤0.01%	1384
2024 Q1	$674K	Sell	31,710 -354	-1%	-$7.01K	﹤0.01%	1456
2023 Q4	$633K	Buy	+32,064	New	+$606K	﹤0.01%	1176

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

Cerity Partners's SGOL Position: Q2 2026 in Review

Cerity Partners increased its abrdn Physical Gold Shares ETF (SGOL) stake by 169% in Q2 2026, buying an estimated $3.31M and bringing the position to 122,660 shares worth $4.69M. The position accounts for 0.01% of the portfolio, ranked #1133.

Cerity Partners first reported a position in SGOL in Q4 2023 and has held it in 11 quarters since. 467 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Cerity Partners held 122,660 shares of abrdn Physical Gold Shares ETF worth $4.69M as of Q2 2026.
Cerity Partners bought 77,098 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $3.31M.
abrdn Physical Gold Shares ETF made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #1133 holding.
Cerity Partners first reported a position in abrdn Physical Gold Shares ETF in Q4 2023 and has held it in 11 quarters since.
467 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.