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

Concurrent Investment 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 Q1	$512K	Sell	11,472 -480	-4%	-$22.3K	0.01%	1203
2025 Q4	$491K	Hold	11,952	–	–	0.01%	1153
2025 Q3	$440K	Sell	11,952 -9,600	-45%	-$317K	0.01%	966
2025 Q2	$680K	Buy	21,552 +9,600	+80%	+$301K	0.01%	740
2025 Q1	$356K	Sell	11,952 -30	-0.3%	-$821	0.01%	847
2024 Q4	$300K	Hold	11,982	–	–	0.01%	832
2024 Q3	$301K	Sell	11,982 -3,180	-21%	-$75.3K	0.01%	781
2024 Q2	$337K	Hold	15,162	–	–	0.01%	706
2024 Q1	$322K	Hold	15,162	–	–	0.01%	656
2023 Q4	$299K	Buy	+15,162	New	+$287K	0.01%	652

Other funds holding SGOL

MGP

Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Concurrent Investment Advisors's SGOL Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its abrdn Physical Gold Shares ETF (SGOL) stake by 4% in Q1 2026, selling an estimated $22.3K and leaving 11,472 shares worth $512K. The position accounts for 0.01% of the portfolio, ranked #1203.

Concurrent Investment Advisors first reported a position in SGOL in Q4 2023 and has held it in 10 quarters since. The position peaked at $680K in Q2 2025. 484 funds tracked by Wall St. Rank hold SGOL as of Q1 2026.

Concurrent Investment Advisors held 11,472 shares of abrdn Physical Gold Shares ETF worth $512K as of Q1 2026.
Concurrent Investment Advisors sold 480 abrdn Physical Gold Shares ETF shares in Q1 2026, an estimated $22.3K.
abrdn Physical Gold Shares ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1203 holding.
Concurrent Investment Advisors first reported a position in abrdn Physical Gold Shares ETF in Q4 2023 and has held it in 10 quarters since.
Concurrent Investment Advisors's abrdn Physical Gold Shares ETF position peaked at $680K in Q2 2025.
484 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.