Certified Advisory Corp’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Certified Advisory Corp’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	$205K	Buy	+5,364	New	+$231K	0.02%	318
2021 Q2	–	Sell	-7,670	Closed	-$126K	–	634
2021 Q1	$126K	Buy	+7,670	New	+$132K	0.03%	228
2020 Q2	$2K	Hold	144	–	–	﹤0.01%	706
2020 Q1	$2K	Hold	144	–	–	﹤0.01%	707
2019 Q4	$2K	Buy	+144	New	+$2.06K	﹤0.01%	740

Other funds holding SGOL

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

SFGP

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

NDSI

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

1WA

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

FFN

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

Cypress Capital Franklin, Tennessee $370M AUM 16.36% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

EIM

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

Certified Advisory Corp's SGOL Position: Q2 2026 in Review

Certified Advisory Corp opened a new position in abrdn Physical Gold Shares ETF (SGOL) in Q2 2026: 5,364 shares worth $205K. The stake represents 0.02% of the portfolio and ranks #318 among its holdings. This is a return to the name: Certified Advisory Corp previously reported a position in SGOL as recently as Q1 2021.

Certified Advisory Corp first reported a position in SGOL in Q4 2019 and has held it in 5 quarters since. 84 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Certified Advisory Corp held 5,364 shares of abrdn Physical Gold Shares ETF worth $205K as of Q2 2026.
abrdn Physical Gold Shares ETF was a new Certified Advisory Corp position in Q2 2026.
abrdn Physical Gold Shares ETF made up 0.02% of Certified Advisory Corp's portfolio in Q2 2026, its #318 holding.
Certified Advisory Corp first reported a position in abrdn Physical Gold Shares ETF in Q4 2019 and has held it in 5 quarters since.
84 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.