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Clear Retirement Advice’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Clear Retirement Advice’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 		$5.6M Buy
146,485
+24,808
+20% +$1.07M 3.84% 9
2026
Q1 		$5.43M Buy
121,677
+2,025
+2% +$94K 4.26% 8
2025
Q4 		$5.63M Buy
+119,652
New +$4.73M 4.38% 8

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 $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Clear Retirement Advice's SGOL Position: Q2 2026 in Review

Clear Retirement Advice increased its abrdn Physical Gold Shares ETF (SGOL) stake by 20% in Q2 2026, buying an estimated $1.07M and bringing the position to 146,485 shares worth $5.6M. The position accounts for 3.84% of the portfolio, ranked #9.

Clear Retirement Advice first reported a position in SGOL in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.63M in Q4 2025. 462 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

  • Clear Retirement Advice held 146,485 shares of abrdn Physical Gold Shares ETF worth $5.6M as of Q2 2026.
  • Clear Retirement Advice bought 24,808 abrdn Physical Gold Shares ETF shares in Q2 2026, an estimated $1.07M.
  • abrdn Physical Gold Shares ETF made up 3.84% of Clear Retirement Advice's portfolio in Q2 2026, its #9 holding.
  • Clear Retirement Advice first reported a position in abrdn Physical Gold Shares ETF in Q4 2025 and has held it in 3 quarters since.
  • Clear Retirement Advice's abrdn Physical Gold Shares ETF position peaked at $5.63M in Q4 2025.
  • 462 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Clear Retirement Advice's 13F filing for Q2 2026, filed 15 Jul 2026.