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CFO Capital Management’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

CFO Capital 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
Q1 		$462K Hold
10,350
– – 0.38% 72
2025
Q4 		$425K Buy
+10,350
New +$410K 0.32% 76

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 $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return

CFO Capital Management's SGOL Position: Q1 2026 in Review

CFO Capital Management held its abrdn Physical Gold Shares ETF (SGOL) position steady in Q1 2026 at 10,350 shares worth $462K. The position accounts for 0.38% of the portfolio, ranked #72.

CFO Capital Management first reported a position in SGOL in Q4 2025 and has held it in 2 quarters since. 488 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

  • CFO Capital Management held 10,350 shares of abrdn Physical Gold Shares ETF worth $462K as of Q1 2026.
  • CFO Capital Management left its abrdn Physical Gold Shares ETF share count unchanged in Q1 2026.
  • abrdn Physical Gold Shares ETF made up 0.38% of CFO Capital Management's portfolio in Q1 2026, its #72 holding.
  • CFO Capital Management first reported a position in abrdn Physical Gold Shares ETF in Q4 2025 and has held it in 2 quarters since.
  • 488 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on CFO Capital Management's 13F filing for Q1 2026, filed 4 May 2026.