Client First Investment Management’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Client First Investment 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	–	Sell	-5,500	Closed	-$226K	–	29
2025 Q4	$226K	Sell	5,500 -7,034	-56%	-$278K	0.12%	23
2025 Q3	$461K	Buy	+12,534	New	+$414K	0.24%	33
2025 Q2	–	Sell	-250,665	Closed	-$7.47M	–	32
2025 Q1	$7.47M	Buy	+250,665	New	+$6.86M	5.07%	4
2024 Q4	–	Sell	-32,170	Closed	-$808K	–	30
2024 Q3	$808K	Buy	+32,170	New	+$761K	0.62%	16
2024 Q2	–	Sell	-74,622	Closed	-$1.58M	–	30
2024 Q1	$1.58M	Buy	+74,622	New	+$1.48M	1.26%	11

Other funds holding SGOL

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

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

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

Client First Investment Management's SGOL Position: Q1 2026 in Review

Client First Investment Management sold out of abrdn Physical Gold Shares ETF (SGOL) in Q1 2026, closing a stake of 5,500 shares — an estimated $226K sold.

Client First Investment Management first reported a position in SGOL in Q1 2024 and held it in 5 quarters. The position peaked at $7.47M in Q1 2025. 490 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

Client First Investment Management reported no remaining abrdn Physical Gold Shares ETF position as of Q1 2026 after selling out during the quarter.
Client First Investment Management sold 5,500 abrdn Physical Gold Shares ETF shares in Q1 2026, an estimated $226K.
Client First Investment Management first reported a position in abrdn Physical Gold Shares ETF in Q1 2024 and held it in 5 quarters.
Client First Investment Management's abrdn Physical Gold Shares ETF position peaked at $7.47M in Q1 2025.
490 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on Client First Investment Management's 13F filing for Q1 2026, filed 13 Apr 2026.