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

Colonial Trust 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
2025
Q3 		– Sell
-100
Closed -$3.15K – 727
2025
Q2 		$3.15K Hold
100
– – ﹤0.01% 621
2025
Q1 		$2.98K Buy
+100
New +$2.74K ﹤0.01% 604

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
GPC
Guardian Point Capital Charlottesville, Virginia $325M AUM 40.6% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return

Colonial Trust Advisors's SGOL Position: Q3 2025 in Review

Colonial Trust Advisors sold out of abrdn Physical Gold Shares ETF (SGOL) in Q3 2025, closing a stake of 100 shares — an estimated $3.15K sold.

Colonial Trust Advisors first reported a position in SGOL in Q1 2025 and held it in 2 quarters. The position peaked at $3.15K in Q2 2025. 408 funds tracked by Wall St. Rank hold SGOL as of Q3 2025.

  • Colonial Trust Advisors reported no remaining abrdn Physical Gold Shares ETF position as of Q3 2025 after selling out during the quarter.
  • Colonial Trust Advisors sold 100 abrdn Physical Gold Shares ETF shares in Q3 2025, an estimated $3.15K.
  • Colonial Trust Advisors first reported a position in abrdn Physical Gold Shares ETF in Q1 2025 and held it in 2 quarters.
  • Colonial Trust Advisors's abrdn Physical Gold Shares ETF position peaked at $3.15K in Q2 2025.
  • 408 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q3 2025.

Based on Colonial Trust Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.