CIBC Private Wealth Group’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$1.5M	Buy	36,479 +14,000	+62%	+$554K	﹤0.01%	641
2025 Q3	$827K	Hold	22,479	–	–	﹤0.01%	739
2025 Q2	$709K	Hold	22,479	–	–	﹤0.01%	747
2025 Q1	$640K	Hold	22,479	–	–	﹤0.01%	742
2024 Q4	$571K	Buy	22,479 +388	+2%	+$9.86K	﹤0.01%	832
2024 Q3	$555K	Buy	22,091 +21,576	+4,190%	+$511K	﹤0.01%	843
2024 Q2	$11.6K	Hold	515	–	–	﹤0.01%	2237
2024 Q1	$11.1K	Buy	+515	New	+$10.2K	﹤0.01%	2237

Other funds holding SGOL

MGP

Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GPC

Guardian Point Capital Charlottesville, Virginia $243M AUM 22.43% 1-Year Est. Return

PPH

Pure Portfolios Holdings Lake Oswego, Oregon $332M AUM 20.54% 1-Year Est. Return

CIBC Private Wealth Group's SGOL Position: Q4 2025 in Review

CIBC Private Wealth Group increased its abrdn Physical Gold Shares ETF (SGOL) stake by 62% in Q4 2025, buying an estimated $554K and bringing the position to 36,479 shares worth $1.5M. The position accounts for ﹤0.01% of the portfolio, ranked #641.

CIBC Private Wealth Group first reported a position in SGOL in Q1 2024 and has held it in 8 quarters since. 465 funds tracked by Wall St. Rank hold SGOL as of Q4 2025.

CIBC Private Wealth Group held 36,479 shares of abrdn Physical Gold Shares ETF worth $1.5M as of Q4 2025.
CIBC Private Wealth Group bought 14,000 abrdn Physical Gold Shares ETF shares in Q4 2025, an estimated $554K.
abrdn Physical Gold Shares ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #641 holding.
CIBC Private Wealth Group first reported a position in abrdn Physical Gold Shares ETF in Q1 2024 and has held it in 8 quarters since.
465 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.