CFIM
SGOL icon

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

MGP
Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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 $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return