Clearstead Advisors’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Clearstead Advisors’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	$254K	Hold	6,655	–	–	﹤0.01%	987
2026 Q1	$297K	Hold	6,655	–	–	﹤0.01%	867
2025 Q4	$273K	Hold	6,655	–	–	﹤0.01%	846
2025 Q3	$245K	Hold	6,655	–	–	﹤0.01%	835
2025 Q2	$210K	Sell	6,655 -162	-2%	-$5.08K	﹤0.01%	884
2025 Q1	$203K	Buy	+6,817	New	+$186K	﹤0.01%	833
2021 Q1	–	Sell	-548	Closed	-$10K	–	1173
2020 Q4	$10K	Hold	548	–	–	﹤0.01%	724
2020 Q3	$10K	Hold	548	–	–	﹤0.01%	668
2020 Q2	$9K	Buy	+548	New	+$9.05K	﹤0.01%	612

Other funds holding SGOL

MGP

Metis Global Partners San Diego, California $4.41B AUM 36.75% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Clearstead Advisors's SGOL Position: Q2 2026 in Review

Clearstead Advisors held its abrdn Physical Gold Shares ETF (SGOL) position steady in Q2 2026 at 6,655 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #987.

Clearstead Advisors first reported a position in SGOL in Q2 2020 and has held it in 9 quarters since. The position peaked at $297K in Q1 2026. 462 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Clearstead Advisors held 6,655 shares of abrdn Physical Gold Shares ETF worth $254K as of Q2 2026.
Clearstead Advisors left its abrdn Physical Gold Shares ETF share count unchanged in Q2 2026.
abrdn Physical Gold Shares ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #987 holding.
Clearstead Advisors first reported a position in abrdn Physical Gold Shares ETF in Q2 2020 and has held it in 9 quarters since.
Clearstead Advisors's abrdn Physical Gold Shares ETF position peaked at $297K in Q1 2026.
462 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.