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 Q3	$212K	Hold	5,364	–	–	0.02%	315
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Almanack Investment Partners Wayne, Pennsylvania $833M AUM 25.48% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Advisors Management Group La Crosse, Wisconsin $590M AUM 51.43% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return

BFSG LLC Irvine, California $1.14B AUM 21.04% 1-Year Est. Return

Ameliora Wealth Management Zurich, Switzerland $350M AUM 14.23% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Certified Advisory Corp's SGOL Position: Q3 2026 in Review

Certified Advisory Corp held its abrdn Physical Gold Shares ETF (SGOL) position steady in Q3 2026 at 5,364 shares worth $212K. The position accounts for 0.02% of the portfolio, ranked #315.

Certified Advisory Corp first reported a position in SGOL in Q4 2019 and has held it in 6 quarters since. 269 funds tracked by Wall St. Rank hold SGOL as of Q3 2026.

Certified Advisory Corp held 5,364 shares of abrdn Physical Gold Shares ETF worth $212K as of Q3 2026.
Certified Advisory Corp left its abrdn Physical Gold Shares ETF share count unchanged in Q3 2026.
abrdn Physical Gold Shares ETF made up 0.02% of Certified Advisory Corp's portfolio in Q3 2026, its #315 holding.
Certified Advisory Corp first reported a position in abrdn Physical Gold Shares ETF in Q4 2019 and has held it in 6 quarters since.
269 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q3 2026.

Based on Certified Advisory Corp's 13F filing for Q3 2026, filed 29 Oct 2026.